Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Bilcik is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since 2007. Derek previously worked at Ceros Financial Services, Inc. and The Investment Center, Inc. Derek has Series 7, 24, 66 securities licenses as well as an active FINRA and State of New Jersey registration. Derek specializes in portfolio management for individuals and businesses, and offers financial planning, pension consulting and educational seminars.
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
NJ
04/28/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
NJ
08/22/2016 - 05/05/2017
CEROS FINANCIAL SERVICES, INC. (Hamilton NJ)
NJ
06/27/2007 - 08/23/2016
THE INVESTMENT CENTER, INC. (HAMILTON NJ)
NJ
01/25/2007 - 06/27/2007
BROOKSTREET SECURITIES CORPORATION (PRINCETON NJ)
BOTH
Issued 03/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2007
Series 7 - General Securities 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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