Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Bergquist is a financial professional with experience in the financial services industry. Derek has been a registered representative since 2006, and is currently registered with PFS Investments Inc. as an Investment Advisor Representative. Derek is registered to provide investment advice in Illinois, Indiana and Wisconsin. Derek has a Series 6, Series 26, Series 63 and Series 65 licenses. Derek has worked for PFS Investments Inc. for many years.
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.
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.
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IL
02/05/2018 - Present
PFS Investments Inc. (ROLLING MEADOWS IL)
GA
06/30/2006 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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