Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Valentine is a financial advisor with PFS Investments Inc. based in Lawrenceville, Georgia. Derek has been in the financial services industry since 2004 and has held registrations in Georgia since 2010. Derek's areas of expertise include Investment Company Products/Variable Contracts Representative. Derek has a strong background in securities with certifications including Series 6 and Series 63 exams. Derek is committed to helping individuals and businesses reach 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.
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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GA
04/09/2010 - Present
PFS Investments Inc. (LAWRENCEVILLE GA)
GA
06/14/2004 - 12/31/2009
PFS INVESTMENTS INC. (GAINESVILLE GA)
BC
Issued 05/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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