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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 Myron is a financial advisor with Centura Wealth Advisory in San Diego, California. Derek has been in the industry since 1998 and has experience working with a variety of clients, including individuals, families, businesses, and trusts. Derek holds the Series 6, 7, 24, and 63 licenses and is also a Certified Financial Planner. Derek is passionate about helping his clients achieve their financial goals, and he takes a personalized approach to financial planning. He is committed to providing his clients with the highest level of service and expertise.
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.
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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CA
06/23/2021 - Present
Centura Wealth Advisory (SAN DIEGO CA)
CA
08/17/2004 - 12/02/2013
CENTARA CAPITAL SECURITIES, INC. (SAN DIEGO CA)
NV
03/14/2001 - 08/25/2004
FINANCIAL WEST GROUP (RENO NV)
IA
09/28/1998 - 12/22/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 02/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2003
Series 24 - General Securities Principal Examination
BC
Issued 03/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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