Unclaimed
Dereck Caso is a financial professional with over 10 years of experience in the financial services industry. Dereck is registered with Farmers Financial Solutions, LLC, a financial firm headquartered in San Jose, California. Dereck holds the Series 6, Series 26, and Series 63 securities licenses. Dereck has been actively involved in the financial services industry since March 2010, working with individuals and families to help them achieve their financial goals.
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.
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.
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2
CA
03/02/2010 - Present
Farmers Financial Solutions, LLC (San Jose CA)
BC
Issued 05/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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