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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 Kellman is a financial professional registered with Seia in Los Angeles, California. Derek has been working in the financial industry since 2015, and is currently registered with Seia in California. Derek has experience with Signator Investors, Inc. in Los Angeles, California and CNR Securities, LLC in New York, New York. Derek holds the Series 66, Series 7 and SIE licenses. Derek specializes in working with clients in the following areas: high net worth individuals, individuals other than high net worth, charitable organizations, corporations or other businesses, pension and profit-sharing plans. Derek can provide a variety of financial planning services to clients, including financial planning, educational seminars, and selection of other advisers.
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.
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CA
10/26/2015 - Present
Seia (LOS ANGELES CA)
NY
07/10/2017 - 04/22/2019
CNR SECURITIES, LLC (NEW YORK NY)
CA
03/10/2015 - 06/27/2017
SIGNATOR INVESTORS, INC. (LOS ANGELES CA)
BOTH
Issued 10/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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