Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick Clevenger is an Investment Advisor Representative associated with Osaic Wealth, Inc. Derrick has been in the industry since at least March 2018. Derrick is registered as an Investment Advisor Representative with the state of Nebraska and holds the Series 65 license. Derrick has been associated with Osaic Wealth, Inc. since June 2024. Osaic Wealth, Inc. is an investment advisor with approximately 437,201 clients and $94,557,613,744 in assets under management.
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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NE
06/14/2024 - Present
Osaic Wealth, Inc. (Kearney NE)
IA
Issued 09/02/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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