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 Otremba is an investment advisor representative associated with Cbiz Investment Advisory Services, LLC. Derek Otremba has been in the financial services industry for over 20 years. His professional experience includes time spent with CBIZ Financial Solutions, Inc., MML Distributors, LLC, Hartford Securities Distribution Company, Inc., GWFS Equities, Inc. and ADP Broker-Dealer, Inc. Derek Otremba is registered with the state of Maryland.
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.
Performance reporting, fiduciary services and admnistrative support services
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.
A percentage of assets under advisement
1
2
MD
01/07/2020 - Present
Cbiz Investment Advisory Services, LLC (Columbia MD)
MD
11/06/2013 - 12/31/2021
CBIZ FINANCIAL SOLUTIONS, INC. (COLUMBIA MD)
MA
01/02/2013 - 08/20/2013
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
CT
08/04/2008 - 01/02/2013
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
MD
02/16/2007 - 07/07/2008
GWFS EQUITIES, INC. (TOWSON MD)
NJ
06/30/2000 - 02/06/2007
ADP BROKER-DEALER, INC. (ROSELAND NJ)
MD
04/07/1997 - 06/27/2000
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 10/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Derek Otremba is the right advisor for you? Invested Better is here to help.
