Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derwin? Claim Your ProfileDerwin Osada is a financial advisor with over 8 years of experience in the industry. Derwin is registered with LPL Financial LLC and has a Series 7, Series 63, and SIE licenses. Derwin is also a Chartered Financial Analyst. Derwin has experience providing financial advice to individuals, corporations, and charitable organizations. Derwin offers a variety of financial services, including financial planning, investment management, and consulting. Derwin has been registered with Commonwealth Financial Network, LPL Financial LLC, and Tao Investments Hawai'i.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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HI
10/15/2020 - Present
LPL Financial LLC (HONOLULU HI)
HI
02/15/2012 - 10/16/2020
COMMONWEALTH FINANCIAL NETWORK (HONOLULU HI)
BC
Issued 02/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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