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 Zachmann is a financial advisor with Assetmark Brokerage, LLC in Concord, California. Derek has been a Registered Representative for over 20 years. Previously, Derek was employed with Curian Clearing, LLC, Jackson National Life Distributors LLC, Investment Centers of America, Inc. and Berger Distributors LLC. Derek has passed the Series 66, Series 63, 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.
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.
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2
CA
11/19/2015 - Present
Assetmark Brokerage, LLC (CONCORD CA)
CO
01/21/2010 - 01/05/2013
CURIAN CLEARING, LLC (DENVER CO)
TN
01/10/2006 - 12/31/2009
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
WI
10/20/2004 - 12/31/2005
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
CO
09/07/2001 - 11/01/2002
BERGER DISTRIBUTORS LLC (DENVER CO)
TX
08/01/2000 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 02/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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