Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick Fitzgerald Stevenson is a financial advisor in FORT MILL, SC. Derrick has been working in the financial services industry since January 21, 2019. Derrick is registered with LPL Financial LLC in FORT MILL, SC and CHANDLER, AZ and is licensed to conduct business in 53 states. Derrick holds Series 7TO, 9, 10, 26, and 66 licenses, and the SIE designation. Derrick specializes in the following areas: Retirement planning, Investment strategies, Insurance planning, College savings, and Estate planning.
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
SC
07/18/2022 - Present
LPL Financial LLC (FORT MILL SC)
NC
04/10/2019 - 07/13/2022
W&S BROKERAGE SERVICES, INC. (CONCORD NC)
NC
01/07/2019 - 03/25/2019
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
BOTH
Issued 11/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/24/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/24/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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