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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 Jason Reed is a financial advisor with over 25 years of experience. Derek Jason Reed currently holds licenses in 19 states and is registered with Valmark Advisers, Inc. and Beauport Financial Services LLC. Derek Jason Reed specializes in portfolio management for businesses and individuals, as well as financial planning and pension consulting. Derek Jason Reed also provides consulting services and advises clients on the selection of other advisors. Derek Jason Reed is committed to providing personalized financial advice and helping clients 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Consulting
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
MA
11/18/2013 - Present
Valmark Advisers, Inc. (GLOUCESTER MA)
NY
09/04/1997 - 10/24/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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