Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Pilkington is an investment advisor representative associated with THE Ameriflex Group, a firm registered with the Securities and Exchange Commission (SEC) and with the state of Colorado. Derek has been in the industry since 2012 and holds a Series 7 and Series 66 licenses. Derek also has the Certified Financial Planner designation. THE Ameriflex Group provides a variety of financial services to individuals, businesses, and institutions, including financial planning, investment management, and retirement planning. Derek has a history of working with a variety of financial institutions and has experience in helping clients achieve their financial goals. Derek is committed to providing his clients with the highest level of service and expertise.
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.
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.
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2
CO
12/03/2021 - Present
THE Ameriflex Group (Sterling CO)
CO
02/13/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (STERLING CO)
CO
12/20/2012 - 09/22/2014
NYLIFE SECURITIES LLC (DENVER CO)
CO
09/03/2012 - 11/30/2012
AXA ADVISORS, LLC (DENVER CO)
BOTH
Issued 11/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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