Derek West
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fidelity
Location
Orland Park, IL 60462-3708
Credentials
Series 63, Series 65
Industry experience
12 years
Derek West is a Financial Consultant currently working at Fidelity Investments since 2023. In his role, he collaborates with clients and their families to develop personalized financial plans that address both current and future needs. Prior to joining Fidelity Investments, Derek gained experience as a Wealth Management Banker at U.S. Bank from 2017 to 2023.
Throughout his career, Derek has focused on understanding clients' financial goals to provide tailored advice and strategies. His professional background includes expertise in wealth management and financial consulting, assisting clients in pursuing their financial objectives.
No information regarding Derek's education, credentials, personal interests, or community involvement was provided.
Fidelity Investments
2025 - Present (1 year)
fidelity Investments
2023 - Present (3 years)
U.S. Bancorp Investments, Inc.
2014 - 2023 (9 years)
U.S. Bank
2012 - 2023 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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