Derek Todd Merkler

Derek Todd Merkler is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with XY INVESTMENT SOLUTIONS, LLC, NECTARINE FINANCIAL, INC..

Registration history (4)

FirmFromToCurrent
NECTARINE FINANCIAL, INC.2025-04-14presentYes
XY INVESTMENT SOLUTIONS, LLC2024-08-21presentYes
TROPHY POINT FINANCIAL PLANNING LLC2020-08-182024-05-31
PARSONEX ADVISORY SERVICES, INC.2017-01-072020-12-31

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