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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Peter Damian is a financial advisor in Birmingham, Michigan. Derek is a registered representative with Cadaret, Grant & Co., Inc. and holds Series 7, 24, 52, 53, and 66 securities licenses. Derek has been in the financial services industry since 2013 and has experience in various roles, including at Cambridge Investment Research, Inc. and Hantz Financial Services, Inc.. Derek is a Registered Investment Advisor (RIA) and holds Series 53 and Series 24 Principal licenses. He is an active member of the community and has a passion for helping individuals and families achieve their financial goals. Derek offers a variety of financial planning and investment services, including portfolio management, retirement planning, and insurance.
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.
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
MI
10/09/2020 - Present
Cadaret, Grant & CO., Inc. (Birmingham MI)
MI
03/04/2020 - 10/20/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (Birmingham MI)
MI
01/20/2014 - 01/15/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (Royal Oak MI)
MI
08/06/2013 - 01/10/2014
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
BOTH
Issued 10/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/25/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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