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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 John Slauson is a financial advisor with Fidelity Personal AND Workplace Advisors. Derek Slauson has been in the industry since 2016 and has experience with a variety of clients including high net worth individuals and pension and profit sharing plans. Derek John Slauson provides financial planning, portfolio management, and educational seminars to clients. Derek Slauson is registered with the following regulators: FINRA, Texas, Utah. Derek John Slauson was previously registered with Northwestern Mutual Investment Services, 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.
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
UT
07/02/2019 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
04/25/2016 - 06/19/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PROVO UT)
BOTH
Issued 09/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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