Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Justin Seger is a registered representative with LPL Financial LLC and has been in the financial services industry for over 1 year. Derek is licensed in New York and California. Derek has a Series 7TO, Series 6TO, and Series 63 license. Derek's office is located at 101 Tillson Avenue in Highland, New York. Derek specializes in providing financial planning, portfolio management, and educational seminars. Derek offers a range of investment services to individuals, corporations, and other businesses. Derek is also affiliated with Hudson Valley Credit Union, where Derek provides investment-related services.
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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2
NY
10/28/2024 - Present
LPL Financial LLC (HIGHLAND NY)
BC
Issued 02/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/10/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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