Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick Salvador Avelar is a financial advisor who has been in the industry for over 20 years. Derrick is currently registered with Kingswood Wealth Advisors, LLC and has previously held positions with ING Financial Partners, Inc., Locust Street Securities, Inc., and Berthel, Fisher & Company Financial Services, Inc. Derrick holds Series 6 and Series 63 licenses and is a Certified Financial Planner. Derrick offers a variety of services to his clients, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Derrick also has experience in providing hourly consulting services to his clients.
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.
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 consulting
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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CA
01/06/2024 - Present
Kingswood Wealth Advisors, LLC (SAN DIEGO CA)
CT
01/01/2004 - 02/24/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
08/28/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
12/04/2002 - 08/27/2003
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
BC
Issued 09/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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