Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Martin Derks is a financial advisor with IC Advisory Services, Inc., and has been in the industry since August 27, 1987. Robert is registered in Maryland, Minnesota, New Mexico, South Carolina, and Wisconsin. Robert is a Registered Representative and Investment Advisor Representative. The advisor's areas of specialization include: investment advisory, portfolio management, financial planning, 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.
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.
1
2
WI
05/15/2009 - Present
IC Advisory Services, Inc. (WEST BEND WI)
WI
01/01/2008 - 07/28/2008
WACHOVIA SECURITIES, LLC (WAUESHA WI)
WI
02/11/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WAUESHA WI)
NA
08/28/1987 - 02/23/1988
LAKE GENEVA INVESTMENTS, LTD.
IA
Issued 05/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/03/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1995
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Robert Derks is the right advisor for you? Invested Better is here to help.
