Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek McDaniel is a registered investment advisor representative with Benjamin F. Edwards & Company, Inc. Derek has been in the industry since 2019. Derek is registered in 16 states including Illinois, Texas, and California. Derek has been a registered representative with several companies including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Derek also has experience with Kinetic Life Growth Partners and Focal Point Partners. Derek is a financial advisor who specializes in financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars. Derek is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
1
2
MO
01/08/2025 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
BOTH
Issued 02/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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