Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Jason Tenn is a registered investment advisor representative and holds Series 6, 7, 63, and 66 licenses. Derek Jason Tenn has been in the industry since July 1998 and has been with Eagle Strategies LLC since August 2013. Derek Jason Tenn is also a registered investment advisor in Hawaii. Derek Jason Tenn provides investment advice and financial planning services to individuals, businesses, and charitable organizations. Derek Jason Tenn's primary office is located at 733 Bishop Street, Suite 2200, Honolulu, HI 96813. Derek Jason Tenn specializes in a wide range of investment services, including retirement planning, college savings, and estate planning. Derek Jason Tenn is committed to providing clients with personalized financial advice and helping them 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.
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.
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2
HI
08/29/2013 - Present
Eagle Strategies LLC (Honolulu HI)
NY
07/06/1998 - 04/19/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 8/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/1/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 7/1/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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