Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick Hobbs is a financial advisor with Advanced Wealth Management. Derrick has been in the financial industry for more than 14 years. He is licensed to sell securities in Florida and has a Series 66, Series 7 and SIE license. Derrick specializes in financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses. Derrick also offers selection of other advisors services. Derrick's previous experience includes working at Fidelity Brokerage Services LLC, TIAA-CREF Individual & Institutional Services, LLC, TD Ameritrade, Inc. and T. Rowe Price Investment Services, Inc. Derrick has a total of 438 clients with assets under management of $73,218,926.
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.
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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FL
08/12/2024 - Present
Advanced Wealth Management (SARASOTA FL)
MD
06/25/2020 - 06/29/2021
FIDELITY BROKERAGE SERVICES LLC (ANNAPOLIS MD)
CA
11/03/2015 - 01/09/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PALO ALTO CA)
MD
05/24/2013 - 10/20/2015
TD AMERITRADE, INC. (BETHESDA MD)
VA
02/05/2008 - 04/04/2013
T. ROWE PRICE INVESTMENT SERVICES, INC. (MCLEAN VA)
BOTH
Issued 11/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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