Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Larson is a financial professional with over 9 years of experience in the industry. Derek has a Series 7 and Series 63 license, as well as the SIE exam. Derek currently works at Campbell Lutyens & Co. Inc. Previously, Derek was a registered representative at First Avenue and Champlain Advisors, LLC. Derek also worked at Goldman, Sachs & Co. from 2014 to 2014.
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.
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.
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2
NY
10/13/2022 - Present
Campbell Lutyens & Co. Inc. (NEW YORK NY)
NY
03/02/2021 - 10/03/2022
FIRST AVENUE (NEW YORK NY)
VI
10/03/2017 - 02/25/2021
CHAMPLAIN ADVISORS, LLC (CHRISTIANSTED VI)
UT
07/20/2015 - 10/03/2017
HARKEN CAPITAL SECURITIES, LLC (Park City UT)
NY
06/24/2014 - 08/28/2014
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 09/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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