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 Petrella is a financial advisor at Ally Invest Advisors. Derek has been in the financial services industry since 2018. Derek is licensed to provide investment advice in Pennsylvania. Derek has passed the Series 66, Series 7, Series 4 and Series 24 exams. Derek specializes in providing financial planning and portfolio management services to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
10/11/2021 - Present
Ally Invest Advisors (CHARLOTTE NC)
PA
08/13/2018 - 07/09/2021
LINCOLN INVESTMENT (Fort Washington PA)
BOTH
Issued 12/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2020
Series 4 - Registered Options Principal Examination
BC
Issued 12/16/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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