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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 Everett Loadholtz is a financial advisor in Live Oak, Florida, with over 20 years of experience in the financial services industry. Derek Loadholtz is registered with State Farm Investment Management Corp. as a Registered Representative and Investment Advisor Representative. Derek Loadholtz has passed the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Derek Loadholtz is also a Chartered Financial Consultant. Derek Loadholtz's services include portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
FL
09/12/2018 - Present
State Farm Investment Management Corp. (Live Oak FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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