Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Ifasi is a financial advisor with Retiresharp Wealth Management, LLC in Tampa, Florida. Derek has over 10 years of experience in the financial services industry, specializing in financial planning and portfolio management for individuals. Derek has a Series 63, Series 6, and Series 65 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
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
FL
07/21/2020 - Present
Retiresharp Wealth Management, LLC (TAMPA FL)
FL
03/19/2010 - 01/24/2012
METLIFE SECURITIES INC. (TAMPA FL)
FL
02/26/2009 - 02/16/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TAMPA FL)
IA
Issued 12/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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