Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Meller is a financial advisor with over 13 years of experience in the industry. Derek is a CERTIFIED FINANCIAL PLANNER™ professional. Derek's current firm is Fidelity Brokerage Services LLC. Prior to joining Fidelity Brokerage Services LLC, Derek was a financial advisor at Ameriprise Financial Services, LLC. Derek is registered to provide investment advice in all 50 states, the District of Columbia, and Puerto Rico. Derek's expertise includes financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
10/14/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
12/24/2008 - 08/03/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Dallas TX)
BOTH
Issued 2/6/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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