Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derick? Claim Your ProfileDerick Oakley is a financial advisor with Ameriprise Financial Services, LLC. Derick has been in the industry since 2005. Derick holds the Series 66, Series 7, and SIE licenses and has been registered with the Securities and Exchange Commission (SEC) since 2005. Derick Oakley has a diverse range of registrations, including in Kansas, Missouri, Texas, and several other states. Derick Oakley provides financial planning, pension consulting, educational seminars, and other advisory services to individuals, businesses, and institutions. Derick also owns real estate, but this is not investment-related.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
1
2
KS
01/20/2011 - Present
Ameriprise Financial Services, LLC (Leawood KS)
MN
07/07/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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