Unclaimed
Derek McCord is a Registered Representative of MML Investors Services, LLC. Derek is a registered investment advisor representative in North Carolina. Derek has been working in the industry for over 20 years. Derek has passed the General Securities Representative Examination (Series 7TO), the Securities Industry Essentials Examination (SIE), and the Uniform Combined State Law Examination (Series 66). Derek also has experience in Insurance Sales, wellness products, and Fixed Annuities. Derek is dedicated to providing his clients with the best possible investment advice and service.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NC
06/21/2024 - Present
MML Investors Services, LLC (RALEIGH NC)
BOTH
Issued 06/13/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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