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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 Hess is a financial advisor with Commonwealth Financial Network. Derek has been in the industry since 2018. He offers a variety of services, including financial planning, portfolio management, pension consulting, and educational seminars. Derek holds the Series 63, 65, 7TO and SIE licenses. He is also a Certified Financial Planner. Derek is registered in Virginia, Delaware, New Jersey and North Carolina. Derek focuses on providing financial advice to high-net-worth individuals, corporations and other businesses, insurance companies, investment companies, pension and profit-sharing plans, charitable organizations, state or municipal government entities, individuals other than high-net-worth, and individuals. Commonwealth Financial Network, with offices in Waltham, MA, is a financial advisory firm that provides a wide range of financial services to individuals and businesses. Commonwealth Financial Network's advisory services include financial planning, portfolio management, pension consulting, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
06/15/2022 - Present
Commonwealth Financial Network (HARRISONBURG VA)
BC
Issued 11/22/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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