Unclaimed
Derrick Dehays is a financial advisor with Q3 Advisors, LLC, located in Golden, Colorado. Derrick has over 20 years of experience in the financial services industry, working with clients in Florida before relocating to Colorado. Derrick has a Series 66 and a Series 7 license and is also a Certified Financial Planner. Derrick specializes in providing financial planning services to individuals and families.
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.
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.
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2
CO
04/21/2023 - Present
Q3 Advisors, LLC (GOLDEN CO)
FL
01/12/2021 - 12/07/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PUNTA GORDA FL)
FL
05/31/2017 - 10/06/2020
THE HUNTINGTON INVESTMENT COMPANY (NAPLES FL)
FL
05/30/2012 - 07/08/2016
SYNOVUS SECURITIES, INC. (BONITA SPRINGS FL)
FL
03/17/2008 - 05/17/2012
SUNTRUST INVESTMENT SERVICES, INC. (VENICE FL)
FL
10/20/2004 - 03/10/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. MYERS FL)
NY
02/18/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
12/09/1999 - 02/19/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/23/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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