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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 Koffel is a financial advisor with Edward Jones. Derek is a registered investment advisor and holds Series 7, 6, 63 and 65 licenses, as well as the SIE. Derek has been in the financial industry since 2006. Derek has experience working with individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and partnerships. Derek specializes in Financial Planning, Pension Consulting, and Portfolio Management. Derek has also worked with Hartford Funds Distributors, LLC, Hartford Life Distributors, LLC and Raymond James Financial Services, Inc.
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.
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.
See schedule d - miscellaneous
1
2
PA
08/05/2022 - Present
Edward Jones (SPRINGFIELD PA)
NJ
08/26/2016 - 12/15/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST DEPTFORD NJ)
PA
12/03/2012 - 07/13/2016
HARTFORD FUNDS DISTRIBUTORS, LLC (WAYNE PA)
PA
10/11/2006 - 12/03/2012
HARTFORD LIFE DISTRIBUTORS, LLC (WAYNE PA)
IA
Issued 09/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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