Unclaimed
Derek McCall Decker is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Derek has been in the financial services industry since April 2021 and is licensed to provide investment advice in Tennessee. Derek also has previous experience with CAPFINANCIAL SECURITIES, LLC. and UBS FINANCIAL SERVICES INC. In addition to providing financial advice, Derek is also a registered sales assistant at Wilson Bank & Trust Investments, assisting financial advisors and clients with the bank's investment program.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
09/07/2023 - Present
Raymond James Financial Services Advisors, Inc. (Mount Juliet TN)
NC
11/16/2022 - 09/11/2023
CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)
TN
01/07/2022 - 09/26/2022
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
NY
02/22/2021 - 01/12/2022
UBS SECURITIES LLC (NEW YORK NY)
BOTH
Issued 05/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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