Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Cockrell is a financial advisor with Mariner Independent. Derek has been in the financial services industry since 1997. Derek is licensed to provide investment advice in Arizona, California, Georgia, Kansas, New Mexico, New York, Oklahoma, Texas, Utah and Virginia. Derek is also licensed to provide investment advice in Texas through Cambridge Investment Research, Inc. Derek has a Series 6, 7, 63, and 66 licenses. Derek specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Derek is also a licensed insurance agent. Derek is dedicated to helping clients achieve 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.
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.
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2
TX
04/26/2023 - Present
Mariner Independent (Ransom Canyon TX)
TX
06/20/2016 - 04/26/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Ransom Canyon TX)
NM
04/27/2005 - 07/20/2016
AMERITAS INVESTMENT CORP. (CLOVIS NM)
TX
10/06/2003 - 05/03/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NE
09/15/2000 - 10/01/2003
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NY
05/14/1997 - 07/20/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 02/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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