Unclaimed
Derek Sills is a financial advisor at Osaic Wealth, Inc., located in Hinesville, Georgia. Derek has been in the financial industry since 1998 and has experience in a variety of areas including investments, insurance, and financial services. Derek holds both Series 6 and Series 66 licenses, and is registered in several states including Georgia, Florida, Alabama, Iowa, New Jersey, North Carolina, South Carolina, and Washington. Derek is a highly experienced financial advisor and is committed to providing his clients with personalized financial advice.
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.
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
GA
08/23/2024 - Present
Osaic Wealth, Inc. (Hinesville GA)
GA
01/03/2023 - 08/23/2024
TRIAD ADVISORS LLC (Hinesville GA)
GA
09/02/2011 - 01/17/2023
LPL FINANCIAL LLC (HINESVILLE GA)
GA
07/28/1999 - 09/02/2011
UVEST FINANCIAL SERVICES GROUP, INC. (HINESVILLE GA)
NA
07/06/1999 - 07/28/1999
UVEST INVESTMENT SERVICES
NC
01/21/1998 - 07/01/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 04/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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