Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Kenneth Lee is a registered investment advisor representative with LPL Financial LLC. Derek is based in FERGUS FALLS, MN and has been in the financial industry for 3 years. Derek has passed the Series 7, Series 66, and SIE exams. Derek also holds registrations in Minnesota, North Dakota, and South Dakota. Derek's current employment with LPL Financial LLC began in July 2020. Besides Derek's role at LPL Financial, Derek is also an agent for Lee Financial Services, Inc. selling non-variable insurance.
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
09/11/2020 - Present
LPL Financial LLC (FERGUS FALLS MN)
BOTH
Issued 09/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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