Unclaimed
Derek Ketel is a registered representative with Citigroup Global Markets Inc. Derek has been in the industry since 2009, and has passed the Uniform Investment Adviser Law Examination and the Uniform Combined State Law Examination. Derek has experience with Victory Capital Services, Victory Capital Management, Advisors Asset Management, Inc., and DSK Insurance Agency. Currently, Derek is registered in Texas. Derek's firm manages over $50 billion in assets and works with individual investors, corporations, high net worth individuals, pension and profit-sharing plans, state or municipal government entities, and charitable 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.
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 advice
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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2
FL
10/03/2024 - Present
Citigroup Global Markets Inc. (Tampa FL)
Active
Inactive
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