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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 Draper is a financial advisor with Fidelity Personal And Workplace Advisors. Derek is registered to offer investment advisory services in Texas and has passed the Uniform Investment Adviser Law Examination. Derek has been in the financial services industry since 2017. Derek has been a financial advisor with VALIC Financial Advisors, Inc., since 2017. Derek's current focus is to provide advice to individuals, businesses, and charitable organizations. Derek is also licensed to offer securities in Arkansas, California, Louisiana, New Mexico, Ohio, Oklahoma, and Texas.
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.
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
TX
08/01/2023 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
TX
03/06/2017 - 05/30/2023
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IA
Issued 05/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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