Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrik? Claim Your ProfileDerrik Wynkoop is an active investment advisor representative with Cetera Investment Advisers LLC. Derrik is a registered investment advisor in New York. Derrik has been in the financial services industry since August 12, 1999. Previously, Derrik worked at LPL Financial LLC, Financial Network Investment Corporation, Essex National Securities, Inc., and Leigh Baldwin & Co., LLC. Derrik holds the Series 6, Series 7, and Series 63 licenses, as well as the SIE exam. Derrik's areas of expertise include providing financial planning services, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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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2
NY
04/12/2021 - Present
Cetera Investment Advisers LLC (MONTGOMERY NY)
NY
07/01/2005 - 10/10/2011
LPL FINANCIAL LLC (POUGHKEEPSIE NY)
CA
09/20/2004 - 07/12/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
01/05/2000 - 01/12/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
06/29/1998 - 12/31/1999
LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)
BC
Issued 6/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 5/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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