Unclaimed
Derrick Brian Labranche is a financial professional with a focus on providing financial planning and portfolio management services to individuals, businesses, and institutions. Derrick has a deep understanding of the financial markets and has been working in the industry since 2019. He holds the Series 7TO, SIE, and Series 66 licenses, as well as registrations in 25 states. Derrick is currently affiliated with Steward Partners Investment Advisory, LLC, and previously worked at Columbia Management Investment Distributors, Inc. and Eaton Vance Distributors, Inc. Derrick is committed to providing his clients with personalized financial advice and guidance to help them 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
07/18/2022 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
MA
09/11/2020 - 12/02/2021
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
08/19/2019 - 07/31/2020
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 10/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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