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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 Carter is a financial advisor with Savant Wealth Management in Rockford, Illinois. Derek has been a registered representative since 1997. Derek's registrations include Series 6, Series 7 and Series 63. Derek is also a Certified Financial Planner. Derek has been with Savant Wealth Management since 2015. Derek's experience includes working with a wide range of clients, including individuals, high net worth individuals, families, businesses, and retirement plans.
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.
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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IL
10/19/2012 - Present
Savant Wealth Management (ROCKFORD IL)
WI
12/08/1997 - 11/18/1998
HARBOUR INVESTMENTS, INC. (MADISON WI)
MN
04/18/1997 - 07/09/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/18/1997 - 07/09/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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