Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick Dwayne McElwee is a financial advisor registered with LPL Financial LLC. Derrick has been working in the financial industry since April 27, 2002. Derrick is currently registered with the state of Texas for both securities and investment advisory services. Previously, Derrick was registered with JPMorgan Securities LLC, Chase Investment Services Corp., Banc of America Investment Services, Inc., Chase Securities of Texas, Inc., Banc One Securities Corporation, and Chatfield Dean & Co., Inc. Derrick has a broad range of experience in the financial services industry and is committed to providing clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
09/06/2018 - Present
LPL Financial LLC (LAKE JACKSON TX)
TX
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
09/26/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
MA
01/26/2005 - 09/30/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IL
03/01/1999 - 08/25/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
08/25/1998 - 03/01/1999
CHASE SECURITIES OF TEXAS, INC. (HOUSTON TX)
IL
05/14/1997 - 10/22/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CO
08/20/1992 - 09/09/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 08/31/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Derrick McElwee is the right advisor for you? Invested Better is here to help.
