Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Robert Heuler is a registered representative with Cetera Investment Advisers LLC. Derek has been working in the financial services industry since 2009. He is a licensed investment advisor and has earned the Series 6, Series 7, Series 63, and Series 66 licenses. Derek is also a registered representative of Federated Securities Corp. in Pittsburgh, PA. He offers financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Derek is committed to providing his clients with personalized and comprehensive 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.
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.
1
2
PA
01/28/2021 - Present
Cetera Investment Advisers LLC (PITTSBURGH PA)
PA
04/29/2009 - 10/22/2018
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 9/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/4/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/1/2010
Series 7 - General Securities Representative Examination
BC
Issued 4/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Derek Heuler is the right advisor for you? Invested Better is here to help.
