Devin Santerre

As an Investment Advisor Representative, Devin acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

I look to serve as a resource to my clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence.

Qualifications

• Licensed to sell Life, Accident, and Health Insurance
• Holds his Series 7, 63 and 65 Securities licenses
• Graduated from the University of Rhode Island with a Bachelors of Science in Business Administration

Personal

• While at the University of Rhode Island, was part of Theta Chi Fraternity
• Currently resides in Bristol, Rhode Island
• In his spare time, he enjoys watching, playing and discussing sports

I am licensed and registered to offer products and services in several states. Licenses and registrations will vary.
Domiciled in RI. (www.SIPC.org) 6 Corporate Drive, Shelton, CT 06484. (203) 513-6000

Check the background of this investment professional on FINRA’s BrokerCheck