Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Yerdon is a financial advisor registered with Truist Advisory Services, Inc. Derek Yerdon has been working in the financial industry since May 2009 and currently holds registrations in Alabama, Arizona, Delaware, Georgia, Michigan, North Carolina, Pennsylvania, South Carolina, Texas. Derek Yerdon has a Series 66, Series 7 and SIE licenses. Derek Yerdon also holds a registration with BB&T SECURITIES, LLC and BB&T INVESTMENT SERVICES, INC. in the past. Derek Yerdon has a history of employment with BBTIS, BB&T SECURITIES, LLC, TRUIST INVESTMENT SERVICES, INC., and TRUIST ADVISORY SERVICES, INC. Derek Yerdon offers a variety of advisory services including financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
NC
04/06/2022 - Present
Truist Advisory Services, Inc. (WHITEVILLE NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
08/15/2011 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WHITEVILLE NC)
NC
05/04/2009 - 08/10/2011
EDWARD JONES (BURGAW NC)
BOTH
Issued 07/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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