Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Kratzer is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Derek is licensed to provide advisory services in both North Carolina and Texas. Derek is also a registered representative in North Carolina, allowing Derek to sell securities. Derek is a licensed securities agent in all 50 states and the District of Columbia. Derek has been in the industry since February 2023 and has a background in real estate. Derek specializes in providing financial planning, investment management, and educational seminars to individuals, high-net-worth individuals, businesses, corporations, pension plans, and charitable organizations.
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.
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
NC
09/13/2023 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
BOTH
Issued 09/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Derek Kratzer is the right advisor for you? Invested Better is here to help.
