Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Jess is a financial advisor registered with Plancorp, LLC in Saint Louis, Missouri. Derek has been working in the financial services industry since August 2015. Derek has passed the Series 66 and the Series 7 exams. Derek is also a Certified Financial Planner. Derek has experience working at Raymond James Financial Services, Inc., Raymond James Financial Services Advisors Inc., First National Bank of Omaha and Plancorp, 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.
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.
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2
MO
01/16/2019 - Present
Plancorp, LLC (SAINT LOUIS MO)
CO
11/12/2015 - 05/15/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOULDER CO)
BOTH
Issued 12/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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