Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Mears is a financial advisor with Ameriprise Financial Services, LLC. Derek has been in the industry since August 21, 1999 and is registered with the state of Florida. Derek has experience with Morgan Stanley and Morgan Stanley & Co. Incorporated. Derek is a Certified Financial Planner and holds the Series 31, 66 and 7 licenses. Derek specializes in providing financial planning, asset allocation services, pension consulting, educational seminars and portfolio management for individuals and businesses. Derek is also a board member of several organizations.
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.
Asset allocation services
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
FL
11/13/2020 - Present
Ameriprise Financial Services, LLC (Daytona Beach FL)
FL
06/01/2009 - 11/25/2020
MORGAN STANLEY (DELAND FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DELAND FL)
FL
01/10/2003 - 04/02/2007
MORGAN STANLEY DW INC. (DELAND FL)
FL
08/20/1999 - 01/07/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 04/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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