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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 Pinelli is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Derek has been in the industry since 2009 and holds Series 6, 7, 63, and 66 licenses. Derek specializes in retirement planning, investment management, and financial planning. Derek has extensive experience in assisting individuals and families with their financial goals. In addition to financial planning services, Derek also provides portfolio management services. Derek is committed to providing his clients with personalized financial advice and services.
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.
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2
NY
06/03/2016 - Present
Wells Fargo Advisors Financial Network, LLC (NEWBURGH NY)
NY
05/18/2012 - 06/15/2016
LPL FINANCIAL LLC (NEW WINDSOR NY)
NY
06/08/2009 - 05/15/2012
HSBC SECURITIES (USA) INC. (VAILS GATE NY)
BOTH
Issued 07/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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