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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Delagrange is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Derek has been in the industry since 2014 and has a broad range of experience in the financial services industry, including experience with Wells Fargo Clearing Services, LLC. Derek holds Series 6, 7, 63 and 66 licenses and has achieved the Securities Industry Essentials Examination (SIE) designation. Derek is a registered investment advisor in multiple states including Texas, Florida, New York, Pennsylvania, Georgia, New Jersey, Massachusetts, Connecticut and Alabama. Derek Delagrange is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
09/05/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NORTH PORT FL)
FL
03/03/2014 - 07/23/2024
WELLS FARGO CLEARING SERVICES, LLC (PORT CHARLOTTE FL)
BOTH
Issued 10/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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