linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Derek David Beres

William Blair

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Derek? Claim Your Profile

About Derek David Beres

Derek Beres is a financial advisor registered with William Blair. Derek has worked in the financial industry since 2005. Derek is based in Charlotte, NC, and has experience in the investment banking, investment management, and financial planning areas. Derek specializes in providing investment advice and solutions to individuals, families, and businesses. Derek is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Derek Beres is currently registered with William Blair. William Blair is a Limited Liability Company formed in 1995 with its main office in Chicago, Illinois. They have 51 licensed agents, 250 investment adviser representatives, and 399 registered representatives. They provide a variety of advisory services including financial planning, selection of other advisors, and portfolio management for businesses and individuals. They also manage pooled investment vehicles. They have approximately $49.98 billion in regulatory assets under management. Their primary client base includes corporations or other businesses, high-net-worth individuals, and individuals other than high-net-worth. They also serve charitable organizations, pooled investment vehicles, pension and profit-sharing plans, and other investment advisors.
William Blair

150 NORTH RIVERSIDE PLAZA

CHICAGO, IL 60606

$49.98B

Assets Under Management

Not reported

Total Clients

423

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

equity research services

Equity research services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Derek Beres’s Registration & Firm History

NC

01/30/2019 - Present

William Blair (CHARLOTTE NC)

NC

07/17/2013 - 10/29/2018

PIPER JAFFRAY & CO. (CHARLOTTE NC)

NC

01/27/2011 - 07/18/2013

EDGEVIEW CAPITAL SECURITIES, LLC (CHARLOTTE NC)

NC

04/15/2010 - 12/31/2010

TCP, LLC (CHARLOTTE NC)

NC

01/04/2008 - 04/06/2010

CIT CAPITAL SECURITIES LLC (CHARLOTTE NC)

NC

11/23/2004 - 12/31/2007

EVP SECURITIES, LLC (CHARLOTTE NC)

Not sure if Derek David Beres is right for you?

Licenses & Designations

BC

Issued 04/02/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2020

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

NYSE Chicago, Inc.

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Derek David Beres.
Not sure if Derek David Beres is right for you?