Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Smith is a financial advisor who has been in the industry since 2003. He is currently registered with The Huntington Investment Co. and has previously worked at Chase Investment Services Corp., FirstMerit Financial Services, Inc, and Invest Financial Corporation. Derek's focus is on providing financial advice to individuals, corporations, and charitable organizations. His experience in the industry, combined with his expertise in various investment products, makes him a valuable resource for clients looking for financial guidance.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
07/17/2012 - Present
THE Huntington Investment Co. (COLUMBUS OH)
OH
02/15/2011 - 04/04/2011
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
01/14/2010 - 09/30/2010
FIRSTMERIT FINANCIAL SERVICES, INC (UPPER ARLINGTON OH)
OH
10/09/2008 - 01/14/2010
INVEST FINANCIAL CORPORATION (MOUNT VERNON OH)
OH
01/28/2002 - 09/24/2008
THE HUNTINGTON INVESTMENT COMPANY (MEDINA OH)
BOTH
Issued 03/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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