Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Joseph Dattero is a Registered Representative and Investment Adviser Representative with Fidelity Personal And Workplace Advisors. Derek has 3 years of experience in the financial services industry. Derek is registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Derek holds the following licenses and certifications: Series 7TO, Series 66, and SIE. Derek has been a registered representative with UBS Financial Services Inc. for the past 9 months. Derek has experience in both financial planning and portfolio management.
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.
1
2
RI
04/05/2023 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
PA
09/09/2022 - 01/24/2023
UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)
BOTH
Issued 10/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Derek Dattero is the right advisor for you? Invested Better is here to help.
