Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick Handwerk is a financial advisor with Cetera Investment Advisers LLC, with over 17 years of experience in the financial services industry. Derrick has a wide range of experience including working with individuals, families, and businesses. Derrick's prior experience includes roles at First Allied Securities, Inc., Cadaret, Grant & Co., Inc., and H. Beck, Inc. Derrick also owns and operates Handwerk Multi-Family Office, providing multifamily office services to 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.
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
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (LANSDALE PA)
PA
09/15/2008 - 12/04/2013
FIRST ALLIED SECURITIES, INC. (LANSDALE PA)
NY
12/19/2006 - 09/15/2008
CADARET, GRANT & CO., INC. (SYRACUSE NY)
PA
05/08/2006 - 12/20/2006
H. BECK, INC. (LANSDALE PA)
BOTH
Issued 06/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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