Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Hearn is a financial advisor who has been in the industry since 2021. Derek is a registered representative with PFS Investments Inc. and holds Series 63, 65, SIE and 6TO licenses. Derek is also a registered investment advisor in the state of Massachusetts. Derek works with individuals and families to help them 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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
06/09/2022 - Present
PFS Investments Inc. (WESTPORT MA)
IA
Issued 05/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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