Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Martin Lewis is a financial advisor who has been in the industry since 2011. Derek has earned the Certified Financial Planner designation and holds the Series 66 and Series 7 licenses. Derek is currently registered with Catawba River Capital in South Carolina and Texas. Derek specializes in portfolio management for individuals, businesses, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Private investment management services
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.
A percentage of the total value of assets under management is charged.
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SC
12/14/2020 - Present
Catawba River Capital (LAKE WYLIE SC)
SC
11/03/2011 - 04/09/2012
COMMONWEALTH FINANCIAL NETWORK (MT. PLEASANT SC)
BOTH
Issued 01/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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