Unclaimed
Derek Edward Blair is a financial advisor with over 2 years of experience in the industry. Derek is currently registered with Alliancebernstein LP, a firm with over $50 billion in assets under management. Previously Derek worked at FIRST HORIZON ADVISORS, INC., and also holds Series 63, 65, 7TO and SIE licenses. Derek has worked in a number of other industries prior to joining financial services, including employment with the Harrisburg Senators, Musuneggi Financial Group, Dauphin Highlands, and Messiah University.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TN
03/28/2024 - Present
Alliancebernstein LP (Nashville TN)
TN
01/05/2024 - 03/19/2024
FIRST HORIZON ADVISORS, INC. (Brentwood TN)
BC
Issued 01/26/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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