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 Thomsen is a financial professional with over 6 years of experience in the industry. Derek currently works at Legacy Investment Strategies, LLC. Derek is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 66, and SIE licenses. Derek has experience working with both high-net-worth individuals and individuals other than high-net-worth individuals, and is registered with FINRA and the state of California as a Registered Investment Advisor. Derek also provides financial planning and portfolio management 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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CA
05/28/2024 - Present
Legacy Investment Strategies, LLC (La Palma CA)
CA
01/03/2018 - 04/17/2024
CROWN CAPITAL SECURITIES, L.P. (LA PALMA CA)
BOTH
Issued 01/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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