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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Todd Dorris is a financial advisor with Cetera Investment Advisers LLC. Derek is based in Oklahoma City, Oklahoma and has been in the financial services industry since 2007. Derek has a wide range of experience in the financial services industry, having worked with a variety of firms including Ameriprise Financial Services, LLC, WADDELL & REED, INC., Allstate Financial Services, LLC, and Integrity Oklahoma. Derek is registered to provide financial advice in Oklahoma and Texas and holds Series 7, 7TO, 63, 65 and 66 securities licenses.
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.
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OK
07/15/2024 - Present
Cetera Investment Advisers LLC (Oklahoma City OK)
OK
07/31/2023 - 07/25/2024
ALLSTATE FINANCIAL SERVICES, LLC (OKLAHOMA CITY OK)
OK
09/19/2022 - 06/22/2023
AMERIPRISE FINANCIAL SERVICES, LLC (OKLAHOMA CITY OK)
OK
07/11/2007 - 07/19/2010
WADDELL & REED, INC. (EDMOND OK)
BC
Issued 10/3/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 6/3/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 7/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 6/8/2022
SIE - Securities Industry Essentials Examination
BC
Issued 7/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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