Daniel Devine is a registered investment advisor, based in Rochester Hills, MI, with 18 years of industry experience.
Location
Rochester Hills, MI
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Transamerica Retirement Advisors, LLC
December 2022 - Present · 3 yrs 7 mos
Transamerica Investors Securities, LLCBroker
December 2022 - Present · 3 yrs 7 mos
Transamerica Investors Securities, LLC
December 2022 - Present · 3 yrs 7 mos
Previous Registrations
Investment Advisors
October 2013 - December 2020 · 7 yrs 2 mos
Proequities, INC.Broker
September 2013 - December 2020 · 7 yrs 3 mos
CUNA Brokerage Services, INC.
December 2009 - October 2013 · 3 yrs 10 mos
CUNA Brokerage Services, INC.Broker
August 2009 - October 2013 · 4 yrs 2 mos
Edward JonesBroker
November 2005 - July 2009 · 3 yrs 8 mos
State Registrations1 state
MI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.