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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 James Packett is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Derek has been in the financial services industry since 1999 and holds Series 6, 7, 63 and 65 licenses as well as the SIE exam. Derek specializes in providing financial advice for individuals, businesses, and retirement plans. Derek's past work experience includes time at Kestra Investment Services, LLC, Park Avenue Securities LLC, and Guardian Investor Services LLC.
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.
Asset allocation services
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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2
CT
06/12/2020 - Present
Ameriprise Financial Services, LLC (SOUTHBURY CT)
NY
10/22/2015 - 08/02/2016
KESTRA INVESTMENT SERVICES, LLC (Plainview NY)
NY
03/24/2011 - 10/23/2015
PARK AVENUE SECURITIES LLC (PLAINVIEW NY)
NY
02/13/2007 - 07/12/2010
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
MA
11/15/1999 - 06/28/2005
COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NY
02/10/1999 - 11/17/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 06/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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