Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Meade is a financial professional with over 17 years of experience in the financial services industry. Derek has a strong background in providing financial planning and investment advice to individuals and families. Derek is a Certified Financial Planner™ and holds the Series 7, 9, 10, and 66 securities licenses. Currently, Derek is a Registered Representative with Charles Schwab & CO., Inc. in the Naperville, Illinois office. Previously, Derek was a Registered Representative with TD Ameritrade, Inc., Fidelity Brokerage Services LLC, and Performance Trust Capital Partners, LLC. Derek has an active license in 40 states and the District of Columbia.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IL
04/14/2022 - Present
Charles Schwab & CO., Inc. (Naperville IL)
PA
07/22/2022 - 05/19/2024
TD AMERITRADE, INC. (Harrisburg PA)
IL
04/26/2021 - 03/22/2022
FIDELITY BROKERAGE SERVICES LLC (NAPERVILLE IL)
IL
09/21/2015 - 05/10/2021
CHARLES SCHWAB & CO., INC. (Chicago IL)
IL
03/23/2007 - 07/08/2015
PERFORMANCE TRUST CAPITAL PARTNERS, LLC (CHICAGO IL)
IL
02/14/2006 - 03/28/2007
SECURIAN FINANCIAL SERVICES, INC. (OAKBROOK IL)
BOTH
Issued 11/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/04/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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