Unclaimed
Derek Lonker is a financial advisor with Fidelity Personal And Workplace Advisors, providing financial advice and investment management services. Derek has been in the financial industry since 2021, and holds Series 7TO, SIE, and Series 66 licenses. Derek holds registrations in 55 states and the District of Columbia, as well as in Texas. In addition to his current employment at Fidelity Personal And Workplace Advisors, Derek was previously registered with Equitable Advisors, LLC.
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.
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
NC
12/01/2021 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
NC
11/12/2020 - 04/14/2021
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 10/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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