Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Alan Gonzales is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Derek Gonzales has been in the financial industry for over ten years. Derek Gonzales specializes in working with high-net-worth individuals, corporations, and charitable organizations. Derek Gonzales offers a wide range of financial services, including financial planning, portfolio management, and selection of other advisors. Derek Gonzales is registered to provide investment advice in Colorado and Maine.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
11/23/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
BC
Issued 10/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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