Derek Mathews, CFP®

Derek Mathews, CFP®

Registered Representative

Followers of Derek Mathews, CFP®302 followers
location of Derek Mathews, CFP®Newtown Grant, Pennsylvania, United States

Connect with Derek Mathews, CFP® to Send Message

Connect

Connect with Derek Mathews, CFP® to Send Message

Connect
  • Timeline

  • About me

    Senior Wealth Strategy Associate at UBS

  • Education

    • University of Pittsburgh

      1998 - 2002
      Bachelors Dual Degree Business & Political Science

      Activities and Societies: Sigma Alpha Epsilon

  • Experience

    • New England Securities

      Aug 2003 - May 2005
      Registered Representative
    • UBS

      Nov 2005 - now
      • Senior Wealth Strategy Associate

        Mar 2013 - now
      • Financial Advisor

        Jul 2009 - Mar 2013
      • Registered Client Service Associate

        Nov 2005 - Jul 2009
  • Licenses & Certifications

    • UBS Financial Services Inc. Important Notices

      View certificate certificate
    • **Registered States** AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI, WY

      FINRA