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 Sebastian is a registered investment advisor representative with LPL Financial LLC. Derek has been in the industry since May 2018 and has experience with OSAIC INSTITUTIONS, INC. and WELLS FARGO CLEARING SERVICES, LLC. Derek holds licenses in the state of Indiana and is currently working from the firm's office in Fort Wayne, IN. Derek offers consulting, financial planning, 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
02/01/2024 - Present
LPL Financial LLC (FORT WAYNE IN)
IN
01/08/2019 - 02/01/2024
OSAIC INSTITUTIONS, INC. (Fort Wayne IN)
IN
04/03/2018 - 12/03/2018
WELLS FARGO CLEARING SERVICES, LLC (FORT WAYNE IN)
IA
Issued 05/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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