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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 Allen Lemke is an investment advisor representative at Ellis Investment Partners, LLC. Derek has been in the securities industry since 2002. Derek is a Certified Financial Planner. Derek's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Derek is licensed to sell life, health, disability, long-term care and annuity insurance. Derek has worked at Equity Services, Inc. and Ellis Investment Partners, LLC. Derek has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the Securities Industry Essentials Examination, the General Securities Representative Examination, and the Investment Company Products/Variable Contracts Representative Examination. Derek is registered to provide investment advisory services in Pennsylvania.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting 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.
A percentage of the total value of assets under management is charged.
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2
PA
01/30/2015 - Present
Ellis Investment Partners, LLC (BERWYN PA)
PA
02/13/2002 - 02/26/2015
EQUITY SERVICES, INC. (MEDIA PA)
IA
Issued 07/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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