Unclaimed
Derek Grant Deguire is a financial advisor with Truist Advisory Services, Inc. Derek has been in the financial services industry since 1999 and has extensive experience providing financial advice and portfolio management services to a wide range of clients. Derek is registered with the state of Tennessee and Texas and is a Certified Financial Planner. Derek is committed to helping individuals and families achieve their financial goals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
TN
03/13/2017 - Present
Truist Advisory Services, Inc. (NASHVILLE TN)
NY
07/16/1999 - 04/10/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
02/02/1999 - 04/23/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 07/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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