Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Todd Gipson is a financial advisor with Wells Fargo Clearing Services, LLC. Derek has been in the financial services industry since January 8, 1992, and has held previous roles at Edward Jones, Wells Fargo Clearing Services, LLC, A.G. Edwards & Sons, Inc., Wachovia Capital Markets, LLC, Credit Suisse First Boston LLC, Donaldson, Lufkin & Jenrette Securities Corporation and R.W. Smith & Associates, Inc. Derek is registered with the state of Missouri and is a Series 63, Series 7 and Series 52 licensed professional. Derek specializes in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
02/22/2023 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
08/22/2022 - 01/24/2023
EDWARD JONES (ST LOUIS MO)
MO
10/29/2019 - 08/23/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
CA
01/01/2008 - 09/17/2019
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
CA
09/23/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BEVERLY HILLS CA)
MO
10/01/2007 - 12/04/2007
WACHOVIA CAPITAL MARKETS, LLC (ST LOUIS MO)
NY
01/17/2003 - 09/09/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
06/16/1995 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NJ
02/23/1995 - 06/16/1995
R.W. SMITH & ASSOCIATES, INC. (JERSEY CITY NJ)
NJ
02/18/1992 - 04/10/1995
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NJ
07/10/1991 - 11/08/1991
J. F. HARTFIELD & CO., INC. (JERSEY CITY NJ)
BC
Issued 05/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1991
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Derek Gipson is the right advisor for you? Invested Better is here to help.
