Derek TennCRD Number: 3074877
Current Firm: Eagle Strategies LLC
Derek Tenn (CRD# 3074877) is an Investment Advisor Representative working at Eagle Strategies LLC in Honolulu, HI and has over 24 years of experience in the finance industry.
Mission Financial Group, LLC
Ameriprise Financial Services, LLC
|Hipac Financial Llc D/b/a Hipac Financial||Honolulu, HI||Oct 2021 - Current||< 1|
|Eagle Strategies LLC||Honolulu, HI||Aug 2013 - Current||8|
|Nylife Securities Inc.||Honolulu, HI||May 1999 - Current||23|
|Unemployed||Honolulu, HI||Apr 1999 - Current||23|
|New York Life Insurance Co||Honolulu, HI||Apr 1999 - Current||23|
|Mutual Of New York||Honolulu, HI||Jun 1998 - Current||24|
|Sunada, Tenn & Chun, LLC||Honolulu, HI||Apr 2015 - Oct 2015||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management18,110MILLIONS
Total Number of Accounts84,457ACCOUNTS
Average Account Value$214,423
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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