Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Pantele is a Certified Financial Planner™ and Chartered Financial Analyst® who has been in the industry since 2007. Derek is currently registered with Dynamic Wealth Advisors dba Affinity Financial in Phoenix, AZ and Orange, CA. He also provides tax preparation services and is a sole proprietor of a photography business. Derek specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, charitable organizations, and retirement plans.
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.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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AZ
07/16/2020 - Present
Dynamic Wealth Advisors (PHOENIX AZ)
Active
Inactive
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