Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Michael Ehman is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Derek has been in the industry since June 15, 1994, and is licensed to sell securities in multiple states. Derek holds the Series 7, Series 31, Series 63, and Series 65 licenses and the SIE certification. Derek previously worked with BB&T Securities, LLC, Truist Investment Services, Inc., and RBC Capital Markets, LLC. Derek is also the 100% owner of Livewirz, LLC, which provides investment related services.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
11/30/2023 - Present
Wells Fargo Advisors Financial Network, LLC (HUNT VALLEY MD)
MD
02/17/2021 - 11/19/2021
TRUIST INVESTMENT SERVICES, INC. (HUNT VALLEY MD)
VA
08/06/2014 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
MD
03/13/2009 - 08/28/2014
RBC CAPITAL MARKETS, LLC (HUNT VALLEY MD)
MD
06/16/1994 - 03/13/2009
FERRIS, BAKER WATTS, LLC (HUNT VALLEY MD)
IA
Issued 08/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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