Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek J. Weisend is a financial advisor in Dublin, Ohio. Derek has been in the industry since May 2011 and has been with MML Investors Services, LLC since March 2017. Derek is licensed in several states including Arizona, Florida, Illinois, Kentucky, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and West Virginia. Derek has a Series 6, Series 7, and Series 63 license. Derek specializes in working with high-net-worth individuals, corporations or other businesses, pension and profit sharing plans, and individuals other than high-net-worth individuals. In addition to Derek's work as a financial advisor, Derek is also a life, health, DI, LTC and fixed annuities insurance sales agent.
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.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation programs
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.
Solicitors fees
1
2
OH
03/23/2024 - Present
MML Investors Services, LLC (DUBLIN OH)
OH
05/19/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DUBLIN OH)
BC
Issued 10/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/18/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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