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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 Alexander Ross is a financial advisor with over 25 years of experience in the industry. Derek is currently registered with LPL Financial LLC and has been with the firm since May 2022. Prior to that, Derek was with Cambridge Investment Research, Inc., where he worked from August 2001 to May 2022. Derek is also registered with several state regulators and holds Series 7, 63 and 65 securities licenses. Derek specializes in providing financial planning, portfolio management, and other non-discretionary advisory services to individuals, businesses, and charitable organizations. Derek is passionate about helping clients achieve their financial goals and believes in building long-term relationships with them.
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.
Consulting and other non-discretionary advisory services
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.
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MI
05/02/2022 - Present
LPL Financial LLC (NOVI MI)
MI
08/08/2001 - 05/06/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Novi MI)
MA
04/20/2001 - 08/08/2001
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
OH
02/13/2000 - 04/23/2001
SKY INVESTMENTS, INC. (BRYAN OH)
NE
04/05/1999 - 02/15/2000
SECURITIES AMERICA, INC. (LAVISTA NE)
SC
10/28/1997 - 04/14/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
01/14/1997 - 10/29/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/14/1997 - 10/29/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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