Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Laird is a financial advisor with over 25 years of experience in the financial services industry. Derek is currently registered with Osaic Wealth, Inc., and is licensed to provide investment advice in several states. Derek has held previous positions at Santander Securities LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Quick & Reilly, Inc., and Fleet Enterprises, Inc. Derek provides financial planning, portfolio management, and educational seminars to a wide range of clients, including individuals, families, businesses, and charitable organizations.
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
NY
10/04/2023 - Present
Osaic Wealth, Inc. (MANHASSET NY)
NY
09/10/2015 - 09/05/2023
SANTANDER SECURITIES LLC (Williston Park NY)
NY
10/01/2012 - 07/09/2015
J.P. MORGAN SECURITIES LLC (HOWARD BEACH NY)
NY
04/05/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (OZONE PARK NY)
NY
10/23/2009 - 04/04/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BAYSIDE NY)
NY
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SPRINGFIELD NY)
NY
08/07/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
06/29/1998 - 08/07/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
IA
Issued 10/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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