Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Farley is a financial advisor with Diversify Wealth Management, LLC and has been in the industry since March 30, 2020. Derek is registered in Utah and Texas and holds the Series 63, Series 7TO and SIE licenses. Derek is also a Certified Financial Planner. Derek offers financial planning and portfolio management services to individuals, charitable organizations, corporations and high-net-worth individuals. Derek also has a business interest in StockMotion, LLC, a company that is developing an educational app for students and young professionals.
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.
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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UT
03/05/2024 - Present
Diversify Wealth Management, LLC (OREM UT)
BC
Issued 07/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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