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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 Hale Sevier is an investment advisor representative with Cetera Investment Advisers LLC. Derek is registered with FINRA as a registered representative and has passed the Series 6, Series 26, and Series 63 exams. Derek specializes in portfolio management for individuals and businesses and also provides financial planning services. Derek has been in the financial industry since July 1995. Cetera Investment Advisers LLC is a registered investment advisor headquartered in Schaumburg, Illinois and has over $100 billion in assets under management. Cetera Investment Advisers LLC provides financial planning services and portfolio management for a variety of clients, including individuals, families, businesses, and institutions.
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.
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CO
01/12/2023 - Present
Cetera Investment Advisers LLC (GREENWOOD VILLAGE CO)
CO
08/01/1995 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (DENVER CO)
IA
Issued 6/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/12/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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