Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dirk? Claim Your ProfileDirk Johannes Coetzee is a financial advisor currently registered with LPL Financial LLC, based in Edmond, Oklahoma. Dirk has been in the financial services industry since 2022, previously working with J.P. Morgan Securities LLC and Equitable Advisors, LLC. Dirk holds the Series 66, Series 7TO and SIE licenses and is registered in Oklahoma. Dirk specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
1
2
OK
01/01/2025 - Present
LPL Financial LLC (EDMOND OK)
OK
03/02/2022 - 08/10/2023
J.P. MORGAN SECURITIES LLC (EDMOND OK)
NY
01/22/2021 - 02/23/2021
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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