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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 Bough is an investment advisor representative associated with Portfolio Medics, LLC. Derek is active in Iowa and is registered with the state of Iowa since April 11, 2024. Derek has a Series 65 license and is registered with the state of Iowa. Derek has been in the industry since April 2012. Derek is also a rideshare delivery driver and spends approximately 40 hours a month during market and non-market hours in this activity.
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.
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.
A percentage of the total value of assets under management is charged.
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IA
04/11/2024 - Present
Portfolio Medics, LLC (Des Moines IA)
IA
Issued 03/29/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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