Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Helman is a financial advisor with Edward Jones. Derek has been in the industry since 2017 and holds Series 7, Series 63, Series 66, and SIE licenses. Derek is registered to provide investment advice in several states, including West Virginia, Texas, Colorado, Florida, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, Tennessee, and Virginia. Derek specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, and retirement plans. Derek is committed to helping clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
WV
08/26/2022 - Present
Edward Jones (MARTINSBURG WV)
WV
03/05/2021 - 08/19/2022
SCF SECURITIES, INC. (MARTINSBURG WV)
PA
05/14/2019 - 03/08/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAMBERSBURG PA)
WV
07/21/2017 - 10/02/2018
SCF SECURITIES, INC. (MARTINSBURG WV)
KY
03/04/2016 - 10/05/2016
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 05/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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