Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick Callis is a financial advisor with Commonwealth Financial Network in FRIENDSWOOD, TX. Derrick has been in the financial industry since 2009 and has experience with both individual and business clients. Derrick specializes in a variety of financial services including financial planning, pension consulting, and portfolio management. In addition to his work at Commonwealth Financial Network, Derrick also works as a driver for Uber Eats and sells fixed insurance. Derrick has a strong track record of 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
10/08/2013 - Present
Commonwealth Financial Network (FRIENDSWOOD TX)
TX
06/24/2009 - 06/06/2013
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IA
Issued 08/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Derrick Callis is the right advisor for you? Invested Better is here to help.
