Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derald? Claim Your ProfileDerald Salaz is a financial advisor at Edward Jones with over six years of experience in the financial services industry. Derald is licensed to provide securities and investment advisory services in multiple states, including Colorado, Texas, and Arizona. Derald is a Series 7, 6, and 66 licensed professional. Derald specializes in providing financial planning and portfolio management services to individuals, businesses, and retirement plans. Prior to joining Edward Jones, Derald was a financial advisor at Wells Fargo Clearing Services, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CO
08/12/2022 - Present
Edward Jones (GRAND JUNCTION CO)
CO
02/09/2016 - 03/03/2022
WELLS FARGO CLEARING SERVICES, LLC (GRAND JUNCTION CO)
BOTH
Issued 05/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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