Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Brunette is a registered representative at Raymond James & Associates, Inc. Derek has been in the securities industry since 2008. Derek has passed the Series 66, Series 7, and SIE exams. Derek holds registrations in several states for both broker-dealer and investment advisory activities. Derek has specialized in providing investment advice to high net worth individuals, corporations, pension plans, and other businesses. Derek's experience and knowledge make him a valuable asset to clients who are looking for professional financial advice.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
10/01/2021 - Present
Raymond James & Associates, Inc. (Tampa FL)
FL
01/24/2011 - 02/24/2011
MORGAN STANLEY SMITH BARNEY (SARASOTA FL)
FL
06/12/2009 - 12/31/2010
MERRIMAC CORPORATE SECURITIES, INC. (ORLANDO FL)
FL
10/17/2008 - 06/04/2009
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
04/08/2008 - 07/10/2008
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 06/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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