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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 Kenson Lindholm is a financial advisor at D.a. Davidson & Co. with more than 20 years of experience in the industry. Derek has a wide range of experience working with individuals, businesses, and institutions. Derek is registered to provide investment advice in Arkansas, Massachusetts, and Washington. Derek is also registered with FINRA as a Registered Representative and has a strong track record of success in the financial services industry. Derek is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
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.
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2
WA
10/29/2020 - Present
D.a. Davidson & Co. (SEATTLE WA)
WA
10/18/2013 - 10/28/2020
LPL FINANCIAL LLC (RENTON WA)
WA
07/01/2002 - 09/30/2013
THRIVENT INVESTMENT MANAGEMENT INC. (LAKEWOOD WA)
MN
12/21/2000 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 10/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2017
Series 4 - Registered Options Principal Examination
BC
Issued 09/15/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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