Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Fujikawa is an investment advisor representative at Infinity Financial Services Advisory, a firm based in Oakland, CA. Derek is registered with the state of California. Derek has over 20 years of experience in the financial services industry. Derek has a strong background in accounting and tax preparation, and has been working in the industry since 1997. Derek is also a licensed CPA and is a member of the AICPA.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
04/18/2020 - Present
Infinity Financial Services Advisory (OAKLAND CA)
SC
06/09/2009 - 08/14/2014
LPL FINANCIAL LLC (FORT MILL SC)
CA
08/12/1999 - 06/19/2009
H.D. VEST INVESTMENT SERVICES (SAN JOSE CA)
BOTH
Issued 08/13/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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