Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Cunningham is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Derek has been in the securities industry since December 2001. Derek has a Series 7, Series 31, and Series 66 license. Derek is registered in Arizona, Arkansas, California, Connecticut, Florida, Louisiana, Maine, Massachusetts, New Hampshire, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, and Vermont. Derek specializes in portfolio management for individuals and businesses, as well as financial 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.
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
MA
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
03/22/2002 - 03/10/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
12/20/2001 - 01/10/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/20/2001 - 01/10/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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