Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Everett Nisbet is a financial professional with over 20 years of experience in the industry. Derek Everett Nisbet is currently registered with Ameriprise Financial Services, LLC in Portland, Maine and South Portland, Maine. Derek Everett Nisbet has previously been registered with Securities America, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Derek Everett Nisbet holds Series 66, Series 7, Series 31, and SIE licenses. Derek Everett Nisbet specializes in investment advice for individuals, businesses, pension plans, trusts and estates, insurance companies, and charitable organizations.
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 services
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.
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2
ME
11/22/2011 - Present
Ameriprise Financial Services, LLC (PORTLAND ME)
ME
04/08/2009 - 11/23/2010
SECURITIES AMERICA, INC. (SOUTH PORTLAND ME)
ME
05/25/2005 - 03/23/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND ME)
NY
05/29/2002 - 05/25/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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