Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Tuz is a financial advisor with Osaic Wealth, Inc. Derek has been in the industry since 1999 and is registered in 21 states. He has a variety of designations including Certified Financial Planner and Chartered Financial Consultant. Derek specializes in financial planning, portfolio management for businesses and individuals, 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.
1
2
CO
01/24/2025 - Present
Osaic Wealth, Inc. (BOULDER CO)
CO
05/01/2006 - 07/11/2017
CHARLES SCHWAB & CO., INC. (BOULDER CO)
TN
12/17/2001 - 05/04/2006
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CO
03/05/1999 - 11/06/2001
JANUS DISTRIBUTORS, INC. (DENVER CO)
BOTH
Issued 05/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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