Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Hahn is a financial advisor with Wells Fargo Clearing Services, LLC. Derek has over 16 years of experience in the financial services industry. Derek has a Series 7, Series 66, and SIE licenses. Derek specializes in providing investment consulting services to institutional clients, financial planning, pension consulting and portfolio management for both businesses and individuals. Derek has previously worked for BMO Harris Financial Advisors, Inc. and UBS Financial Services Inc.
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.
Investment consulting services to institutional clients
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.
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2
WI
11/14/2018 - Present
Wells Fargo Clearing Services, LLC (JANESVILLE WI)
WI
08/01/2012 - 11/15/2018
BMO HARRIS FINANCIAL ADVISORS, INC. (JANESVILLE WI)
WI
06/21/2011 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (BELOIT WI)
WI
08/23/2007 - 06/06/2011
UBS FINANCIAL SERVICES INC. (MADISON WI)
BOTH
Issued 10/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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