Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Rogers is a financial advisor with Cerity Partners LLC, a firm with offices in New York and Louisville. Derek has been in the financial industry since 2018 and has a strong background in financial planning, portfolio management, and tax services. Derek is a Certified Financial Planner and holds Series 7, 63, and 65 licenses. Derek has worked at several firms in the Louisville area, including Private Client Services, LLC and ARGI Investment Services, LLC. Derek is dedicated to helping individuals and families reach 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.
Guidance on pension options to ensure a secure financial future.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
01/03/2025 - Present
Cerity Partners LLC (NEW YORK NY)
KY
02/05/2022 - 09/14/2022
PRIVATE CLIENT SERVICES, LLC (LOUISVILLE KY)
BC
Issued 04/22/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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