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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 Jens Reese is an investment advisor representative with LPL Financial LLC. Derek has been in the industry since September 2, 2008. Derek has passed the Series 66, Series 7, and SIE exams. Derek is currently registered in Minnesota and Wisconsin. Derek's current firm, LPL Financial LLC, is a large firm based in Fort Mill, South Carolina. The firm has been in business since 1989 and currently has over 17,000 employees. The firm manages over $460 billion in assets for their clients, with client types including individuals, charitable organizations, corporations, pension plans, and more. The firm offers financial planning, portfolio management, and other consulting services. Derek has previously worked for Wells Fargo Clearing Services, LLC and Wells Fargo Investments, 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.
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.
1
2
WI
10/10/2023 - Present
LPL Financial LLC (Baldwin WI)
MN
01/03/2011 - 10/17/2023
WELLS FARGO CLEARING SERVICES, LLC (STILLWATER MN)
MN
09/03/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (STILLWATER MN)
BOTH
Issued 12/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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