Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Border is a financial advisor with Packerland Brokerage Services, Inc. Derek has been working in the financial industry since 2007 and has experience with securities, insurance, and long-term care. Derek holds the Series 7 and Series 66 licenses and has passed the Securities Industry Essentials Examination. Derek has a variety of experience with various clients, including individual investors, high-net-worth individuals, corporations, and charitable organizations. Derek is based in Green Bay, WI and is registered with the state of Pennsylvania. Derek has previously been registered with Sorrento Pacific Financial, LLC and Edward Jones.
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.
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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2
WI
12/19/2016 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
PA
02/03/2009 - 08/30/2016
SORRENTO PACIFIC FINANCIAL, LLC (HUNTINGDON PA)
PA
04/25/2007 - 12/09/2008
EDWARD JONES (HUNTINGDON PA)
BOTH
Issued 09/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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