Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Williams is a financial advisor with Raymond James Financial Services Advisors, Inc. Derek has been in the industry since December 2007 and has experience in providing financial planning, investment management, and insurance services. Derek holds Series 6, SIE, and Series 63 licenses. Derek is a Chartered Financial Consultant and also owns and operates Derek Williams Financial Services, Inc. and True Harvest Wealth Management, LLC.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
ID
11/01/2022 - Present
Raymond James Financial Services Advisors, Inc. (Eagle ID)
OR
12/07/2007 - 11/10/2022
COUNTRY CAPITAL MANAGEMENT COMPANY (Tigard OR)
BC
Issued 11/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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