Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Michael Clenin is a financial advisor with Raymond James & Associates, Inc.. Derek has been in the industry since 2011. Derek has a Series 63, Series 24 and Series 7 license and is registered to provide investment advice in 42 states. Derek also holds the Securities Industry Essentials Examination (SIE). Previously, Derek was employed with STERNE, AGEE & LEACH, INC. Derek provides investment advice for various clients including: high net worth individuals, corporations or other businesses, individuals other than high net worth, pension and profit sharing plans, banking or thrift institutions, insurance companies, and charitable organizations. Derek Michael Clenin is dedicated to helping clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TN
05/26/2015 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
09/20/2011 - 05/19/2015
STERNE, AGEE & LEACH, INC. (MEMPHIS TN)
BC
Issued 09/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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