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Kerim Richard Derhalli

INVSTR FINANCIAL LLC·LAREDO, Texas
SIE, Series 7, Series 7TO, Series 24, Series 63, Series 99TOClean recordINVSTR FINANCIAL LLC
NORTHTOWN PROFESSIONAL PLAZA, LAREDO, TX 78041CRD# 2187407Firm CRD# 310075

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kerim Richard Derhalli · LAREDO, TX
Registration
CRD #2187407 · INVSTR FINANCIAL LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
INVSTR FINANCIAL LLC
CRD 310075 · SEC 801-119582
AUM
$1M
Regulatory assets under management
Employees
2
52,329 client accounts
Services offered by INVSTR FINANCIAL LLC
Per Form ADV
Portfolio management (individuals)
Market timing services
Educational seminars/workshops
Client types served by the firm
Per Form ADV
Individuals
View all advisors at INVSTR FINANCIAL LLC →
Introduction

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Frequently Asked Questions

What services does Kerim Richard Derhalli offer?
Kerim Richard Derhalli specializes in Investment Management, Financial Education. Contact their office in LAREDO, Texas for a consultation.
What are Kerim Richard Derhalli's credentials?
Kerim Richard Derhalli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kerim Richard Derhalli located?
Kerim Richard Derhalli is based in LAREDO, Texas, working with INVSTR FINANCIAL LLC. Their office serves clients in the LAREDO metropolitan area and surrounding communities.
How does Kerim Richard Derhalli charge for services?
Kerim Richard Derhalli's firm is compensated through other: tiered monthly subscription. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVSTR FINANCIAL LLC?
INVSTR FINANCIAL LLC has approximately 2 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INVSTR FINANCIAL LLC

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NEW YORK, NY
Shawn Pierre Hockaday
SAN ANTONIO, TX

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