Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Stross is a financial advisor at Core Wealth Advisors, Inc., a registered investment advisor based in Lakeland, Florida. Derek has been working in the financial services industry since 2014. Derek is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) designation. Derek also has experience in tax preparation and consulting. Derek's specialties include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Derek provides advisory services to high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans.
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.
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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FL
12/06/2022 - Present
Core Wealth Advisors, Inc. (LAKELAND FL)
Active
Inactive
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