Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Merle Heap is an investment advisor representative with Osaic Wealth, Inc. Derek has been in the financial services industry since 2005. Derek is registered with FINRA and the Securities Investor Protection Corporation (SIPC). Derek is also registered as an Investment Advisor Representative with the state of California, Florida, Tennessee, and Texas. Derek has a wide range of experience in financial planning and portfolio management, and is committed to helping clients achieve their financial goals. In addition to providing advisory services through Osaic Wealth, Derek also manages rental properties.
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.
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.
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2
TN
09/01/2023 - Present
Osaic Wealth, Inc. (COOKEVILLE TN)
TN
11/30/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (COOKEVILLE TN)
TN
03/24/2009 - 12/09/2011
LPL FINANCIAL LLC (COOKEVILLE TN)
TN
04/07/2005 - 03/17/2009
WACHOVIA SECURITIES, LLC (COOKEVILLE TN)
IA
Issued 05/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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