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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 Charlesworth is a financial advisor with Osaic Wealth, Inc. located in Scottsdale, Arizona. Derek has been in the industry since 2007 and has a wide range of experience in financial planning, investment management and pension consulting. Derek also has expertise in providing portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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AZ
04/23/2020 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/01/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
02/01/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
04/23/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
04/23/2020 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/23/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
01/01/2007 - 11/26/2019
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BC
Issued 02/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/18/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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