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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 Iverson is a financial advisor with LPL Financial LLC. Derek has been in the financial industry since 1998 and has experience in both brokerage and investment advisory services. Derek is registered with both FINRA and the SEC and holds the Series 6, 7, 65, and 66 licenses. Derek has worked at WADDELL & REED, INC. and IRISH GROUP, INC before joining LPL Financial LLC. Derek specializes in a wide range of services, including consulting, financial planning, educational seminars, and portfolio management. Derek currently serves clients in Minnesota, Texas, and several other states across the country.
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.
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MN
07/21/2021 - Present
LPL Financial LLC (EAGAN MN)
MN
06/17/1998 - 07/21/2021
WADDELL & REED (EAGAN MN)
IA
Issued 07/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/01/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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