Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Allan Derr is a financial advisor with over 25 years of experience in the industry. Scott is currently registered with Cambridge Investment Research Advisors, Inc., where Scott provides financial advisory services to individuals and families. Prior to joining Cambridge Investment Research Advisors, Inc. Scott worked with ING Financial Partners, Inc., Locust Street Securities, Inc., Vestax Securities Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Scott specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
02/04/2025 - Present
Cambridge Investment Research Advisors, Inc. (HARRISBURG PA)
PA
01/01/2004 - 12/31/2009
ING FINANCIAL PARTNERS, INC. (HARRISBURG PA)
IA
10/28/1999 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
OH
04/19/2001 - 07/31/2002
VESTAX SECURITIES CORPORATION (HUDSON OH)
MN
09/04/1997 - 07/06/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/04/1997 - 07/06/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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