Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deric? Claim Your ProfileDeric Dale Rees is a registered investment advisor with Brokers International Financial Services, LLC. Deric has been in the industry since 2002 and has a variety of experience with different firms. Deric's registration began in 2014 and is currently active. Deric has worked at SICOR SECURITIES INC in Maryville, IL and EDWARD JONES in St. Louis, MO. Deric has obtained the Series 7, Series 63, Series 65 and Series 6TO licenses. Deric also has a SIE license. Deric works with a variety of clients including individuals, businesses, and charitable organizations. Deric's primary focus is portfolio management for individuals. Deric is also an agent for fixed annuity and life insurance sales.
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.
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.
Percentage of assets managed by third-party advisor firms
1
2
IL
02/24/2014 - Present
Brokers International Financial Services, LLC (EAST ALTON IL)
IL
07/01/2002 - 10/31/2013
SICOR SECURITIES INC (MARYVILLE IL)
MO
06/19/2001 - 12/17/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 09/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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