Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Eugene Alexander is a financial professional with over 20 years of experience in the industry. Derek has a wide range of experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Currently, Derek is registered with MML Investors Services, LLC and is located in Springfield, MA. Derek previously worked at Phoenix Equity Planning Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Derek has a strong commitment to providing his clients with personalized financial advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/11/2011 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CT
02/04/2009 - 05/20/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
01/11/2002 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
MN
07/19/2000 - 05/09/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/19/2000 - 05/09/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/25/2011
Series 4 - Registered Options Principal Examination
BC
Issued 04/04/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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