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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 Martel is a financial advisor with Fidelity Personal and Workplace Advisors. Derek has been in the financial industry since 2019 and holds Series 63, 66 and 7TO licenses, and the SIE exam. Derek is registered to provide investment advice in 52 states, including Florida and Texas. Derek has been recognized as a top advisor by Fidelity and has experience working with individuals, high-net-worth clients, families, and businesses. Derek's primary office is located in Jacksonville, Florida, where he works with clients in the local area.
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.
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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2
FL
01/23/2020 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 12/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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