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Derek Mathews, CFP®

Derek Mathews, CFP®

Registered Representative

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

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  • 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