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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 Louie is an investment advisor representative with Geller Advisors LLC. Derek has been in the financial services industry for over 7 years and specializes in providing financial planning and portfolio management for individuals and pooled investment vehicles. Derek holds a Series 65 and Series 3 license and has a proven track record of success in helping clients achieve their financial goals.
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.
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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NY
09/19/2023 - Present
Geller Advisors LLC (NEW YORK NY)
IA
Issued 09/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2023
Series 3 - National Commodity Futures Examination
BC
Issued 05/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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