Unclaimed
Derek Eustace Bartkow is a financial advisor with Nylife Securities LLC. Derek has been in the financial services industry since August 9, 2007 and has experience with both retail and institutional clients. Derek has a strong background in investments, including variable contracts and investment company products. Derek is a licensed Series 6, 7, 63 and 65 representative. Derek is also licensed in New York.
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.
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.
1
2
NY
03/31/2023 - Present
Nylife Securities LLC (MELVILLE NY)
NY
08/05/2005 - 12/16/2011
LPL FINANCIAL LLC (GARDEN CITY NY)
NY
09/03/1996 - 06/08/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
GA
03/01/1996 - 09/17/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/16/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Derek Bartkow is the right advisor for you? Invested Better is here to help.