Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed Edward Derrick is a financial advisor with over 30 years of experience in the industry. Ted has worked with Cambridge Investment Research Advisors, Inc. since 2009. Ted has a wide range of experience including working with AXA Advisors, LLC and Securities America, Inc. Ted has a series of certifications including Series 6, 7, 24, 63, and 65. Ted specializes in providing financial advice to high net worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. Ted provides investment advice, financial planning, pension consulting, market timing services, and selection of other advisors.
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
07/16/2009 - Present
Cambridge Investment Research Advisors, Inc. (MANHEIM PA)
PA
11/07/2005 - 07/20/2009
AXA ADVISORS, LLC (LANCASTER PA)
NE
07/31/1996 - 10/20/2005
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
10/31/1991 - 08/02/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/31/1991 - 08/02/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 01/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ted Derrick is the right advisor for you? Invested Better is here to help.
