Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek John Miller is a registered investment advisor representative with Ameriprise Financial Services, LLC. Derek Miller is licensed to provide financial services in Florida. Derek Miller has been in the financial services industry since 2013. Derek Miller has 1 approved state registration and 1 approved SRO registration. Derek Miller has passed the following exams: SIE, Series 7, and Series 66. Ameriprise Financial Services, LLC provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, asset allocation services, publication of periodicals, and selection of other advisors. Derek Miller specializes in providing financial services to individuals, high-net-worth individuals, trusts/estates, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
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 services
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.
1
2
FL
10/18/2013 - Present
Ameriprise Financial Services, LLC (Ocala FL)
BOTH
Issued 10/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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