Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick Edwards is an investment advisor representative with Corecap Advisors in Centerburg, Ohio. Derrick Edwards has 2 state securities licenses (Series 63 and 65), 2 product licenses (Series 6TO and SIE), and is registered with the state of Ohio. Derrick Edwards has been in the financial industry since January 25, 2023, and previously worked at W&S BROKERAGE SERVICES, INC. Derrick Edwards has a proven track record of success in providing financial services, including insurance and annuity sales. Derrick Edwards is dedicated to helping clients achieve their financial goals. Derrick Edwards works with clients to develop customized financial plans that address their individual needs. Derrick Edwards specializes in retirement planning, college savings, and estate planning. Derrick Edwards is committed to providing exceptional customer service and building long-term relationships with his clients.
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
OH
11/17/2023 - Present
Corecap Advisors (Centerburg OH)
OH
01/20/2023 - 11/10/2023
W&S BROKERAGE SERVICES, INC. (Miamisburg OH)
IA
Issued 07/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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