Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Blosat is a financial advisor currently registered with J.p. Morgan Securities LLC. Derek is located in Corona, California and has been in the financial services industry since January 17, 2024. Derek is licensed to provide financial advice and securities brokerage services. Derek holds a Series 63 license as well as the Series 6TO and SIE exams. Derek specializes in a variety of financial products and services including insurance and annuities, mutual funds, variable annuities, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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CA
01/18/2024 - Present
J.p. Morgan Securities LLC (Corona CA)
BC
Issued 01/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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