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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 Draper is a financial advisor at Wells Fargo Advisors Financial Network, LLC with over 20 years of experience in the financial services industry. Derek has been registered with FINRA since December 2000. Derek has obtained his Series 7, Series 10, Series 9, Series 63, and Series 65 licenses. Derek specializes in providing financial advice to individuals, families, and businesses. Derek also offers investment management services, financial planning, and retirement planning. Derek is committed to helping clients reach their financial goals. Prior to joining Wells Fargo Advisors Financial Network, LLC, Derek worked at Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
10/22/2018 - Present
Wells Fargo Advisors Financial Network, LLC (IRVINE CA)
CA
12/13/2004 - 10/19/2018
WELLS FARGO CLEARING SERVICES, LLC (MISSION VIEJO CA)
NY
12/04/2000 - 12/16/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 12/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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