Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Scott McGinthy is a financial advisor registered with Fidelity Personal and Workplace Advisors. Derek has been in the industry since November 2012 and holds the Series 7, Series 63, Series 66 and Series 24 licenses. Derek is registered in 17 states and has previous experience at SunTrust Investment Services, Inc. and Wells Fargo Advisors, LLC.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
VA
10/15/2014 - 09/10/2015
SUNTRUST INVESTMENT SERVICES, INC. (NORTH CHESTERFIELD VA)
VA
01/28/2014 - 10/01/2014
WELLS FARGO ADVISORS, LLC (RICHMOND VA)
NC
02/14/2012 - 05/23/2013
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
BOTH
Issued 02/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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