Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derric? Claim Your ProfileDerric Hoover is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Derric has been in the financial services industry since December 2007 and is licensed in multiple states, including Florida, Texas, California, Georgia, Kentucky, Maryland, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia and Wisconsin. Derric has passed the Series 66, Series 7 and SIE exams. Derric has prior experience with TD AMERITRADE, INC., USAA FINANCIAL ADVISORS, INC., VALIC FINANCIAL ADVISORS, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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
FL
06/15/2021 - Present
Fidelity Personal AND Workplace Advisors (ALTAMONTE SPRINGS FL)
FL
01/04/2018 - 01/11/2021
TD AMERITRADE, INC. (Winter Park FL)
TX
07/16/2012 - 08/04/2017
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
02/03/2010 - 01/04/2012
VALIC FINANCIAL ADVISORS, INC. (AUSTIN TX)
TX
11/08/2007 - 12/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
BOTH
Issued 12/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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