Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Mazzarella is a financial advisor with LPL Financial LLC, where has been employed since February 2021. Derek is also registered as a Registered Representative in Connecticut and Texas. Derek has a significant amount of experience in the financial services industry. Prior to joining LPL Financial LLC, Derek worked at Park Avenue Securities LLC and Equity Services, Inc., where he was active in both broker-dealer and investment advisor roles.
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
CT
02/16/2021 - Present
LPL Financial LLC (GLASTONBURY CT)
MA
09/30/2010 - 03/02/2021
PARK AVENUE SECURITIES LLC (NEEDHAM MA)
MA
10/01/2009 - 07/30/2010
EQUITY SERVICES, INC. (NEWTON MA)
BOTH
Issued 02/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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