Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek John Russell is a financial advisor with over 10 years of experience in the industry. Derek is currently registered with Osaic Wealth, Inc. and has a diverse background in financial planning, investment management, and insurance. Derek is licensed in a number of states and offers a range of services, including portfolio management, financial planning, and insurance brokerage. Derek is committed to providing personalized advice and working with clients to achieve their financial goals. Derek has previously worked with Hornor, Townsend & Kent, Inc. and American Portfolios Financial Services, Inc.
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.
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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (Binghamton NY)
NY
07/16/2013 - 03/02/2018
HORNOR, TOWNSEND & KENT, INC. (BINGHAMTON NY)
IA
Issued 08/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/13/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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