Unclaimed
Derek Delsing is an investment advisor representative with Cetera Investment Advisers LLC in St. Paul, Minnesota. Derek has been in the industry since 2000 and is registered with the state of Minnesota. Derek's previous experience includes roles at Securian Financial Services, Inc., CRI Securities, LLC, Northwestern Mutual Investment Services, LLC, Questor Capital Corporation, USAllianz Securities, Inc., and RBC Dain Rauscher Inc. Derek holds the Series 4, Series 7, Series 24, Series 52TO, Series 55, Series 57TO, and Series 63 securities licenses and the Series 66 uniform combined state law exam.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (ST PAUL MN)
MN
07/10/2015 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
07/10/2015 - 11/04/2021
CRI SECURITIES, LLC (ST PAUL MN)
MN
06/26/2013 - 07/07/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MENDOTA HTS MN)
MN
09/15/2006 - 05/03/2013
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
03/24/2006 - 12/01/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
NY
06/19/2000 - 02/13/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
BOTH
Issued 7/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/16/2010
Series 4 - Registered Options Principal Examination
BC
Issued 3/19/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 7/6/2006
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/2/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 6/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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