Unclaimed
Derick Duchodni is a financial professional with over 5 years of experience in the industry. Derick is currently registered with J.p. Morgan Securities LLC. Derick has held previous positions at HSBC Securities (USA) Inc. in Dallas, Texas. Derick is licensed to conduct securities business in all 50 states and the District of Columbia. Derick is a Series 24, Series 63, Series 79, and SIE licensed professional. Derick specializes in providing financial planning services, pension consulting, and 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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
08/16/2022 - Present
J.p. Morgan Securities LLC (Miami FL)
TX
03/17/2017 - 06/13/2022
HSBC SECURITIES (USA) INC. (Dallas TX)
BC
Issued 06/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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