Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Planchet is a registered representative with LPL Enterprise, LLC in Metairie, Louisiana. Derek is a licensed agent with LPL Enterprise, LLC and has been in the industry since August 16, 2024. Derek has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Derek offers financial planning, portfolio management for businesses and individuals, and other non-discretionary advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
LA
12/20/2024 - Present
LPL Enterprise, LLC (METAIRIE LA)
BC
Issued 08/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Derek Planchet is the right advisor for you? Invested Better is here to help.
