Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Ryan Stanley is a financial advisor with Wells Fargo Advisors Financial Network, LLC, located in FORT WORTH, TX. Derek Stanley has 15 years of experience in the financial services industry. Derek Stanley is registered with FINRA and is a Registered Investment Advisor. Derek Stanley is also a Certified Financial Planner. Derek Stanley specializes in providing investment advice and financial planning services to individuals, families, and businesses.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
04/21/2023 - Present
Wells Fargo Advisors Financial Network, LLC (FORT WORTH TX)
TX
07/14/2008 - 04/21/2023
WELLS FARGO CLEARING SERVICES, LLC (FORT WORTH TX)
BOTH
Issued 07/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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