Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Joel Swedberg is an investment advisor representative at Pack Private Wealth, LLC. Derek has been in the industry since November 2007 and is registered to provide investment advisory services in Minnesota and Texas. Derek holds the Series 66, Series 7 and SIE licenses. He is affiliated with the firm since October 2020. Derek is currently a Senior Care Provider and Consultant for Lifespark. He also holds a position of Executive Chairman for Pack Private Capital 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.
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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MN
02/23/2021 - Present
Pack Private Wealth, LLC (WAYZATA MN)
MN
11/01/2007 - 10/27/2020
RBC CAPITAL MARKETS, LLC (MINNETONKA MN)
BOTH
Issued 11/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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