Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Thomas Parker is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Derek has been in the industry since July 2011 and holds a Series 6, Series 7TO, Series 63, and Series 65 license. Derek has also been registered with the state of Iowa since May 2020 and is currently approved to provide investment advice in Iowa and Texas. Derek has been involved with a number of organizations and has a variety of business and professional interests.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
03/07/2024 - Present
Cambridge Investment Research Advisors, Inc. (Coralville IA)
IA
07/11/2011 - 05/29/2020
VOYA FINANCIAL ADVISORS, INC. (CORALVILLE IA)
IA
Issued 11/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Derek Parker is the right advisor for you? Invested Better is here to help.
