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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 Donnarumma is a financial advisor with Wealth Enhancement Advisory Services, LLC. Derek is a Certified Financial Planner® professional and has been in the industry since 2017. He specializes in working with individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Derek is registered with the state of New York as both a broker-dealer and an investment advisor. He holds the Series 7 and Series 66 licenses as well as the SIE exam. Derek is committed to providing clients with personalized financial advice and guidance. He has a strong track record of success in helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
NY
11/16/2023 - Present
Wealth Enhancement Advisory Services, LLC (ROCHESTER NY)
NY
04/18/2017 - 11/21/2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (ROCHESTER NY)
NJ
10/25/2016 - 12/16/2016
INDEPENDENT FINANCIAL GROUP, LLC (BASKING RIDGE NJ)
BOTH
Issued 07/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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