Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Ng is a financial advisor with Equity Services, Inc. Derek has been in the industry since 1999 and holds Series 6, 26, and 63 licenses. Derek specializes in providing financial planning services and portfolio management for individuals and businesses. Derek is registered to offer investment advisory services in California, Missouri, Nevada, New Jersey, and New York. Prior to joining Equity Services, Inc., Derek was an advisor at Ameritas Investment Corp. and MetLife Securities Inc.. Derek holds a Bachelor of Arts degree from the University of California, Los Angeles.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/10/2017 - Present
Equity Services, Inc. (ALHAMBRA CA)
CA
06/16/2010 - 07/27/2017
AMERITAS INVESTMENT CORP. (ALHAMBRA CA)
CA
01/04/1999 - 06/29/2010
METLIFE SECURITIES INC. (CITY OF INDUSTRY CA)
CA
01/04/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN GABRIEL CA)
BC
Issued 03/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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