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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Dipetrillo is a financial advisor with over 14 years of experience in the industry. Derek has a wide range of experience in the financial services industry, having worked for both USAA Financial Advisors, Inc. and Bank of America Investment Services, Inc. before joining Merrill Lynch. Derek is a Series 7, 9, 10, 63, and 65 licensed professional and offers portfolio management for both individuals and businesses. Derek is registered in 53 states and has a robust history of working with a variety of clients, including high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MA
07/26/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
TX
02/02/2010 - 07/08/2011
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
RI
11/02/2007 - 03/12/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
IA
Issued 11/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/29/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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