Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Mitsuuchi is a registered representative with Avantax Advisory Services in Woodland Hills, CA. Derek has been in the financial services industry since February 2022 and is a registered investment advisor. Derek earned their Series 66 license in July 2022 and also holds Series 7 and SIE licenses. Derek has been with Avantax since June 2021 and previously worked at Lazar and Company Certified Public Accountants. Derek has a proven track record of helping individuals and families achieve their financial goals. Derek is committed to providing personalized financial advice and guidance to help clients make informed decisions about their money.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
07/25/2022 - Present
Avantax Advisory Services (Woodland Hills CA)
BOTH
Issued 07/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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