Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek D'alonzo is a financial advisor currently registered with Alden Investment Group. Derek has been working in the financial industry since 12/14/2001. Derek has been registered with Alden Investment Group since 6/30/2022. Derek has previously worked at J. ALDEN ASSOCIATES, INC., AMERIPRISE FINANCIAL SERVICES, LLC, SUNTRUST INVESTMENT SERVICES, INC., WELLS FARGO ADVISORS, LLC, BB&T INVESTMENT SERVICES, INC., STERNE, AGEE & LEACH, INC., JOSEPHTHAL & CO., INC., BEAR, STEARNS & CO. INC., LEHMAN BROTHERS INC. and J. W. GANT & ASSOCIATES, INC.. Derek has passed the Series 63, Series 65, Series 7 and SIE exams.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement plans
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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GA
06/30/2022 - Present
Alden Investment Group (Hockton GA)
PA
11/30/2020 - 05/20/2022
J. ALDEN ASSOCIATES, INC. (WAYNE PA)
GA
08/24/2017 - 10/29/2020
AMERIPRISE FINANCIAL SERVICES, LLC (SUWANEE GA)
GA
01/25/2013 - 06/19/2017
SUNTRUST INVESTMENT SERVICES, INC. (LAWRENCEVILLE GA)
GA
12/14/2001 - 01/29/2013
WELLS FARGO ADVISORS, LLC (BUFORD GA)
NC
04/02/2001 - 12/20/2001
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
AL
03/02/1999 - 03/19/2001
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
NY
12/11/1996 - 03/01/1999
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
12/13/1993 - 12/13/1996
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
11/15/1991 - 12/20/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/10/1991 - 10/29/1991
J. W. GANT & ASSOCIATES, INC.
IA
Issued 09/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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