Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Samuel Coffren is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Derek has been in the financial services industry since 2015. Derek holds Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. Derek is registered in 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands. Derek's specialties include retirement planning, college savings, and estate planning. Derek's previous experience includes working for Ameritas Investment Corp., CCF Investments, Inc. and PFS Investments Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
08/31/2022 - Present
Cambridge Investment Research Advisors, Inc. (Mooresville NC)
NC
06/21/2017 - 09/14/2017
AMERITAS INVESTMENT CORP. (CHARLOTTE NC)
NC
03/21/2016 - 06/21/2017
CCF INVESTMENTS, INC. (CHARLOTTE NC)
NC
08/10/2015 - 03/08/2016
PFS INVESTMENTS INC. (CHARLOTTE NC)
IA
Issued 07/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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