DZ
DZ

Devin Zeisset

3 Years of Experience
Oregon, OH
BrokerSells Insurance

Devin Zeisset is a registered investment advisor, based in Oregon, OH, with 3 years of industry experience.

Location

3458 Navarre Ave., Oregon, OH, 43616

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History

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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Other Business ActivitiesSells Insurance

Devin works as an advisory representative of a Registered Investment Advisor (RIA), dedicating nearly full-time hours to this role, including trading activities. Devin is also a W2 employee at Oregon Insurance and Financial Services, working in insurance/benefits/human resources, and spends nearly full-time hours on this role as well.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
February 2023 - Present · 3 yrs 5 mos
Cambridge Investment Research Advisors, INC.
February 2023 - Present · 3 yrs 5 mos
Previous Registrations
Concourse Financial Group Advisors
September 2022 - March 2023 · 6 mos
Concourse Financial Group Securities, INC.Broker
May 2022 - March 2023 · 10 mos
State Registrations5 states
FLKYMIOHWV
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.
Devin Zeisset - Financial Advisor | TrueAdvisor