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Derek Frank Binstock

Osaic Wealth, Inc.

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About Derek Frank Binstock

Derek Frank Binstock is a financial advisor in the United States with over 17 years of experience in the industry. Derek Frank Binstock is currently registered with Osaic Wealth, Inc. Derek Frank Binstock is also registered with the state of North Dakota as both a broker-dealer and an investment advisor. Derek Frank Binstock holds a Series 7, Series 66, and SIE licenses, and has a history of working with clients in the Bismarck, ND area.

Firm Information

Derek Binstock is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Derek Binstock’s Registration & Firm History

AZ

10/11/2024 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

ND

11/29/2017 - 01/11/2018

LPL FINANCIAL LLC (BISMARCK ND)

ND

12/22/2016 - 11/29/2017

INVESTMENT CENTERS OF AMERICA, INC. (BISMARCK ND)

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Licenses & Designations

BOTH

Issued 05/18/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Derek Frank Binstock. Review regulatory record here.
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