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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 Ezra Tanuvasa is a financial advisor with Soltis Investment Advisors, LLC. Derek has been in the financial services industry since 2019. Derek is a Certified Financial Planner and holds Series 63, 66, and 7TO licenses. Derek has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Derek's previous employment includes Fidelity Brokerage Services, LLC, FirstPurpose Wealth, and DFPG Investments, LLC.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
UT
08/15/2023 - Present
Soltis Investment Advisors, LLC (ST. GEORGE UT)
UT
03/23/2022 - 07/31/2023
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
05/12/2021 - 01/24/2022
DFPG INVESTMENTS, LLC (OREM UT)
UT
04/05/2019 - 04/28/2021
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
BOTH
Issued 03/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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