Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek James Scheetz is an investment advisor representative at Park Avenue Securities LLC. Derek has been in the financial services industry since 2016. Derek holds a Series 6 license and the Securities Industry Essentials Exam (SIE). Derek specializes in financial planning, portfolio management, and educational seminars. Derek is also a board member and treasurer for NAIFA OHIO. Derek is licensed to conduct business in Ohio.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
06/01/2017 - Present
Park Avenue Securities LLC (COLUMBUS OH)
OH
11/10/2016 - 03/20/2017
FORESTERS FINANCIAL SERVICES, INC. (DUBLIN OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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