Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derick? Claim Your ProfileDerick Shoff is an investment advisor representative with Captrust, a firm providing financial services. Derick is registered in Pennsylvania and North Carolina. Derick has been in the securities industry for over 35 years and is a licensed securities principal with experience in financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, as well as providing selection of other advisors.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
04/09/2015 - Present
Captrust (DOYLESTOWN PA)
PA
01/08/2007 - 05/24/2024
CAPFINANCIAL SECURITIES, LLC. (DOYLESTOWN PA)
PA
12/01/1994 - 01/11/2007
LINSCO/PRIVATE LEDGER CORP. (DOYLESTOWN PA)
CA
03/31/1989 - 12/31/1994
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
AZ
04/30/1992 - 12/08/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/24/1986 - 12/31/1987
MANEQUITY, INC.
NA
02/23/1984 - 06/25/1984
JANNEY MONTGOMERY SCOTT INC.
NA
06/23/1983 - 01/01/1984
IDS MARKETING CORPORATION
IA
Issued 03/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Derick Shoff is the right advisor for you? Invested Better is here to help.
