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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 Glen Mosley is a financial advisor at Lifeguide Financial Advisors, LLC. Derek Glen Mosley has been a registered representative since November 2013. Derek Glen Mosley is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Derek Glen Mosley specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Derek Glen Mosley was previously employed by PROEQUITIES, INC.
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.
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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PA
11/07/2016 - Present
Lifeguide Financial Advisors, LLC (MECHANICSBURG PA)
PA
11/05/2013 - 11/22/2016
PROEQUITIES, INC. (MECHANICSBURG PA)
BOTH
Issued 12/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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