Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derik? Claim Your ProfileDerik Sullivan is a financial advisor with Osaic Wealth, Inc. Derik has been in the industry since 2006 and holds a Series 7, Series 63, and Series 65 license. Derik has a strong focus on providing financial planning services to individuals, families, and businesses. Derik's expertise includes portfolio management, pension consulting, and educational seminars. Prior to joining Osaic Wealth, Inc., Derik worked as a financial advisor at Securities America, Inc., Cetera Advisor Networks LLC, and Voya Financial Advisors, Inc. Derik is passionate about helping his clients achieve their financial goals.
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.
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
OK
06/14/2024 - Present
Osaic Wealth, Inc. (WEATHERFORD OK)
OK
08/07/2023 - 06/14/2024
SECURITIES AMERICA, INC. (WEATHERFORD OK)
OK
06/09/2021 - 08/09/2023
CETERA ADVISOR NETWORKS LLC (Luther OK)
OK
01/22/2008 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Luther OK)
OK
01/05/2006 - 12/05/2007
EDWARD JONES (NORMAN OK)
IA
Issued 02/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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