Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrek? Claim Your ProfileDerrek Metz is a financial advisor with over 18 years of experience in the industry. Derrek is a Registered Representative with Moneco Advisors, an independent investment advisor firm, and LPL Financial, a broker-dealer. Derrek specializes in providing financial planning, investment advisory services, and portfolio management for individuals, families, and businesses. Derrek has a broad range of experience and holds multiple licenses and certifications including Series 4, 7, 24, 51, and 66.
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.
Personalized portfolio management to meet individual financial objectives.
Lpl financial sponsored advisory programs
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
CT
09/02/2021 - Present
Moneco Advisors (New Canaan CT)
CT
03/25/2017 - 09/09/2021
MML INVESTORS SERVICES, LLC (STAMFORD CT)
CT
01/10/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (STAMFORD CT)
CT
01/09/2003 - 01/13/2012
AMERIPRISE FINANCIAL SERVICES, INC. (NEW HAVEN CT)
MN
01/09/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2007
Series 4 - Registered Options Principal Examination
BC
Issued 10/05/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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