Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Schmidt is a financial advisor at Altus Wealth Management, LLC in Fort Mitchell, Kentucky. Derek has been in the industry since April 2016 and has experience working with both individuals and businesses. Derek is a Certified Financial Planner and holds the Series 63, 66 and 7 licenses. Derek focuses on providing financial planning, portfolio management, and investment advice to clients. Derek is committed to helping clients 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.
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.
A percentage of the total value of assets under management is charged.
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KY
05/19/2023 - Present
Altus Wealth Management, LLC (FT. MITCHELL KY)
OH
11/18/2021 - 12/15/2022
UBS FINANCIAL SERVICES INC. (CINCINNATI OH)
KY
04/25/2016 - 10/07/2021
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 09/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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