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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 Vanderlinde is an Investment Advisor Representative with Fisher Investments. Derek has been in the industry since 2005. Derek holds a Series 6, 7, 24, 63, and 65. Derek has previously worked at Key Investment Services LLC, LPL Financial LLC, Five Star Investment Services, Inc. and Pruco Securities, LLC. Derek currently holds registrations in Texas and Washington.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
09/23/2015 - Present
Fisher Investments (PLANO TX)
NY
11/14/2013 - 08/19/2015
KEY INVESTMENT SERVICES LLC (LOCKPORT NY)
NY
10/17/2013 - 11/25/2013
LPL FINANCIAL LLC (EAST AURORA NY)
NY
07/05/2011 - 10/16/2013
FIVE STAR INVESTMENT SERVICES, INC. (EAST AURORA NY)
NY
02/23/2005 - 07/18/2011
PRUCO SECURITIES, LLC. (AMHERST NY)
IA
Issued 02/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 08/19/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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