Unclaimed
Derek Hart is an investment advisor representative with Russell Investments, based in Seattle, Washington. Derek is registered with the state of Washington and holds a Series 7TO, Series 66, and SIE license. Derek has been in the industry since November 2018 and specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Derek also provides pension consulting and selection of other advisers.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WA
12/22/2018 - Present
Russell Investments (SEATTLE WA)
BOTH
Issued 12/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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