Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek MacFarlane is a financial advisor registered with LPL Financial LLC in Zionsville, Indiana. Derek has been in the financial industry since 2023 and has a Series 63, Series 65, Series 7TO, and SIE licenses. Derek also holds registrations in the state of Indiana. Derek previously worked for Thurston Springer Financial in Indianapolis, Indiana. Derek offers financial planning, portfolio management, and other advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
IN
08/11/2023 - Present
LPL Financial LLC (ZIONSVILLE IN)
IN
05/24/2023 - 06/14/2023
THURSTON SPRINGER FINANCIAL (INDIANAPOLIS IN)
BC
Issued 06/28/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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