Derrick BraunerCRD Number: 6082847
Current Firm: Moloney Securities Asset Management LLC
Derrick Brauner (CRD# 6082847) is an Investment Advisor Representative working at Moloney Securities Asset Management LLC in Manchester, MO and has over 5 years of experience in the finance industry. Derrick Brauner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|Moloney Securities Asset Management, LLC||Manchester, MO||Jul 2017 - Current||< 1|
|Moloney Securities Company, Inc.||Manchester, MO||Jul 2017 - Current||< 1|
|Smith Moore & Co||Osage Beach, MO||Jun 2012 - Jul 2017||5|
|Mcdonalds||Jefferson City, MO||May 2006 - May 2012||6|
|Helias High School||Jefferson City, MO||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management487MILLIONS
Total Number of Accounts2,028ACCOUNTS
Average Account Value$240,147
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, RI, SC, TN, TX, UT, VA, WA, WI