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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 Matthew Vasko is a financial advisor who has been in the industry since February 2, 2006. Derek is a registered investment advisor in North Carolina and has a Series 6, Series 7, and Series 63 license. Derek is also a Chartered Financial Analyst. Derek works with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Derek specializes in financial planning, portfolio management, and investment review and reporting. Currently, Derek is affiliated with Choreo, LLC. Derek previously worked with LPL Financial LLC and Vanguard Marketing Corporation.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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
IL
11/06/2020 - Present
Choreo, LLC (ROCKFORD IL)
SC
03/14/2014 - 06/03/2019
LPL FINANCIAL LLC (FORT MILL SC)
PA
02/02/2006 - 02/03/2009
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 04/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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