Unclaimed
Derlan Yuan Chou is a financial advisor with over 30 years of experience. Derlan Yuan Chou is registered with Cetera Investment Advisers LLC, a firm with over 6,000 advisors. Derlan Yuan Chou is licensed to provide financial advice in California, Nevada, Texas, and Washington. Derlan Yuan Chou has a strong track record of providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, and charitable organizations.
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.
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2
CA
01/04/2024 - Present
Cetera Investment Advisers LLC (LOS ANGELES CA)
CA
08/02/2001 - 02/26/2002
CORE PACIFIC SECURITIES USA LLC (COVINA CA)
NY
04/26/2000 - 08/23/2001
AXA ADVISORS, LLC (NEW YORK NY)
NJ
04/26/1993 - 06/18/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/17/1989 - 02/04/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/17/1989 - 02/04/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 8/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 2/15/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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