Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick Paul Winke is a financial advisor with SPC, a firm headquartered in Ann Arbor, Michigan. Derrick has been a financial advisor since 1984 and has held various positions at different firms throughout his career. Derrick is registered in Michigan, California and Florida and has a total of 3486 clients. Derrick specializes in offering investment advice to corporations, individuals, and charitable organizations. Derrick also provides financial planning, pension consulting, and educational seminars to clients. He has a wide range of experience in the financial services industry and is committed to 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.
Consultation services
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.
Seminar attendance fees
1
2
MI
01/28/2010 - Present
SPC (TROY MI)
TX
12/23/1992 - 11/01/1993
PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC. (EL PASO TX)
NA
01/18/1990 - 12/23/1992
USA FINANCIAL GROUP, INC.
MA
05/30/1984 - 01/30/1990
MUTUAL SERVICE CORPORATION (BOSTON MA)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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