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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick Damm is a financial advisor at Cetera Investment Advisers LLC in Edina, MN. Derrick has been in the financial services industry since 2002, and has a wide range of experience in providing financial advice to individuals and businesses. Derrick is a Chartered Financial Consultant, holds a Series 6, 7, 24, 26, 51 and 63 licenses and has passed the SIE and Series 65 exams. Derrick has worked with Forest Financial Services, Inc. and is a Registered Representative of Cetera Investment Services LLC and Cetera Investment Advisers LLC. Derrick specializes in financial planning, portfolio management for businesses and individuals, pension consulting and selection of other advisors. Derrick has a strong commitment to helping his clients 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.
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
MN
09/23/2024 - Present
Cetera Investment Advisers LLC (EDINA MN)
MN
04/25/2002 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (EDINA MN)
IA
Issued 6/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 8/14/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/19/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 4/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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