Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Lance Jellison is a financial advisor registered with Fidelity Brokerage Services LLC and has been in the financial services industry since May 27, 1995. Derek has been registered with Fidelity Brokerage Services LLC since January 1, 2008. Previously, Derek was registered with FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., Fidelity Brokerage Services LLC, American Express Financial Advisors Inc. and IDS Life Insurance Company. Derek is licensed to provide investment advice in 53 states. Derek holds a Series 7, Series 63, and SIE license.
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
TX
01/01/2008 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
06/13/2003 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
RI
10/27/1995 - 11/05/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MN
09/14/1994 - 09/19/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/14/1994 - 09/19/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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