Unclaimed
Derek Radcliff is a registered representative and investment advisor representative with Pacer Advisors, Inc. Derek is a Series 7, Series 6, Series 63, and Series 66 licensed financial professional. Derek has experience in the financial services industry since 2016. Derek has been registered with Pacer Advisors, Inc. since 2023. Prior to joining Pacer Advisors, Inc., Derek was registered with Vanguard Marketing Corporation. Derek's firm is based in Malvern, Pennsylvania and specializes in portfolio management for investment companies and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
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.
1
2
PA
02/03/2023 - Present
Pacer Advisors, Inc. (MALVERN PA)
PA
07/07/2016 - 01/27/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 02/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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