Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Colby Grissett is a registered Investment Advisor Representative associated with Fisher Investments. Derek has been in the industry since June 2007. Derek holds Series 63, 65, 7, 24 and SIE licenses. Derek is currently registered in Texas. Derek has previously worked at PARK AVENUE SECURITIES LLC and SCOTTRADE, INC.. Derek is a skilled professional who offers a variety of advisory services, including financial planning, portfolio management for individuals, investment companies, pooled investment vehicles, and businesses. Derek has experience working with a range of client types, including high net worth individuals, corporations, charitable organizations, insurance companies, and investment companies.
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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TX
07/13/2017 - Present
Fisher Investments (PLANO TX)
AL
03/26/2015 - 03/16/2017
PARK AVENUE SECURITIES LLC (MONTGOMERY AL)
AL
06/13/2007 - 02/17/2015
SCOTTRADE, INC. (MONTGOMERY AL)
IA
Issued 05/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2011
Series 24 - General Securities Principal Examination
BC
Issued 03/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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