Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick Glencer is a financial advisor with Raymond James Financial Services Advisors, Inc. Derrick Glencer has been in the financial services industry since July 2002. Derrick Glencer is licensed to provide financial advice in California, Florida, Illinois, Michigan, Minnesota, Missouri, New York, Ohio, Texas, and Virginia. Derrick Glencer is also a Certified Financial Planner. Derrick Glencer's previous employment includes LPL FINANCIAL LLC and FISCL SECURITIES, INC.. Derrick Glencer provides financial planning, pension consulting, and educational seminars. Derrick Glencer also provides portfolio management for individuals and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
07/10/2019 - Present
Raymond James Financial Services Advisors, Inc. (Birmingham MI)
MI
10/07/2004 - 07/24/2019
LPL FINANCIAL LLC (WEST BLOOMFIELD MI)
MI
07/10/2002 - 10/08/2004
FISCL SECURITIES, INC. (WEST BLOOMFIELD MI)
IA
Issued 11/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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