Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Robson is a financial advisor with Empower Advisory Group, LLC. Derek Robson is registered with FINRA, the state of Michigan, and 45 other states. Derek Robson has been in the industry since 2008. Derek Robson is a registered representative of Empower Financial Services, Inc. Derek Robson has held previous positions at Charles Schwab & Co., Inc., TD Ameritrade, Inc., Citizens Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and W&S Brokerage Services, Inc.. Derek Robson specializes in providing financial planning and portfolio management services to individuals and other clients, including corporations, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and high net worth individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
02/08/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
MI
01/26/2022 - 01/09/2024
CHARLES SCHWAB & CO., INC. (Birmingham MI)
MI
09/21/2016 - 12/20/2023
TD AMERITRADE, INC. (Birmingham MI)
MI
01/07/2016 - 09/06/2016
CITIZENS SECURITIES, INC. (SOUTHFIELD MI)
MI
05/07/2012 - 01/05/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON HILLS MI)
MI
05/26/2008 - 03/27/2012
W&S BROKERAGE SERVICES, INC. (LIVONIA MI)
OH
08/01/2005 - 12/20/2006
W&S BROKERAGE SERVICES, INC. (NORTHWOOD OH)
BOTH
Issued 08/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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