Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek McDougall is a financial advisor at Oneamerica Securities, Inc. Derek McDougall has been in the industry since December 2007. Derek McDougall is registered with both the state of California and the state of Arizona and has a license for series 66, Series 7 and Series 24. Derek McDougall offers portfolio management for businesses and individuals, financial planning, and pension consulting.
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
CA
04/23/2021 - Present
Oneamerica Securities, Inc. (Carlsbad CA)
CA
12/14/2018 - 06/12/2019
PARK AVENUE SECURITIES LLC (SANTA MONICA CA)
CA
05/02/2018 - 12/05/2018
MML INVESTORS SERVICES, LLC (SAN DIEGO CA)
CA
04/22/2016 - 03/30/2018
PARK AVENUE SECURITIES LLC (LA JOLLA CA)
CA
07/06/2012 - 04/20/2016
AXA ADVISORS, LLC (SAN DIEGO CA)
CA
07/26/2011 - 06/22/2012
MML INVESTORS SERVICES, LLC (LA JOLLA CA)
CA
01/12/2010 - 07/19/2011
FOOTHILL SECURITIES, INC. (SANTA CLARA CA)
CA
10/27/2009 - 12/03/2009
FOOTHILL SECURITIES, INC. (SAN DIEGO CA)
CA
10/10/2005 - 03/18/2008
MML INVESTORS SERVICES, INC. (LA JOLLA CA)
BOTH
Issued 10/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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