Certification & Background
Mr. Derek Pantele
Certification Status
Certified
Company
Dynamic Wealth Advisors dba Affinity Financial
Address
140 W Cork Tree Dr
Orange, CA 92865-5008
CFP Board Disciplinary History:
No
Bankruptcy Disclosure In Last 10 Years:
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CFP Board’s prior Bankruptcy Disclosure Procedures (effective July 1, 2012 - June 30, 2020) required public notice of a CFP® professional’s bankruptcy disclosure within the previous 10 years. Those disclosures will remain on CFP Board’s website for 10 years from the date that the CFP® professional disclosed the bankruptcy to CFP Board or the date CFP Board became aware of the bankruptcy, whichever is earlier.
No
Disclosure Information:
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In addition to FINRA and the SEC, additional information is available on the websites for the state securities and insurance regulator in the states in which the CFP® professional is licensed.
Visit FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure for those who are subject to FINRA or SEC oversight.