Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dereck? Claim Your ProfileDereck Cochran is an active investment advisor representative with Commonwealth Financial Network. Dereck has been in the industry since 2022. Dereck holds Series 66, SIE and Series 7TO licenses. Dereck is registered with the state of Kansas. Dereck's previous employers include Northwestern Mutual Investment Services, LLC and Securities America, Inc.. Dereck is located in Overland Park, Kansas and works with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities. Dereck specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
04/25/2024 - Present
Commonwealth Financial Network (Overland Park KS)
KS
09/12/2022 - 04/24/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Leawood KS)
MO
12/17/2021 - 06/21/2022
SECURITIES AMERICA, INC. (KANSAS CITY MO)
BOTH
Issued 11/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2021
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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