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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derick? Claim Your ProfileDerick Colonello is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Derick Colonello has been working in the financial services industry since December 2004. Derick Colonello is registered with the state of Pennsylvania and Texas. Derick Colonello has passed the Series 7, 9, 10, 55, 57TO and SIE exams. Derick Colonello has experience working with various financial institutions such as Haverford Trust Securities, Inc., BB&T Securities, LLC and Truist Investment Services, Inc. Derick Colonello also works with The Haverford Trust Company and Truist Advisory Services, Inc. Derick Colonello offers a variety of services such as investment advisory, performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
05/11/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALLENTOWN PA)
PA
02/17/2021 - 04/21/2021
TRUIST INVESTMENT SERVICES, INC. (KING OF PRUSSIA PA)
VA
08/24/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
05/25/2004 - 02/14/2017
HAVERFORD TRUST SECURITIES, INC. (RADNOR PA)
BOTH
Issued 07/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/26/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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