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Derek W Miller

Oneseven

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About Derek W Miller

Derek Miller is a financial advisor registered with Oneseven, based in Beachwood, OH. Derek holds the Series 66, Series 7, and SIE exams. Derek has been in the industry since 2015 and has experience in various areas, including financial planning, investment management, and insurance. Derek is a Certified Financial Planner and has worked for both Ameriprise Financial Services and Purshe Kaplan Sterling Investments. Derek also is the General Manager for the MGO One Seven LLC dba Feldmeyer Financial Group, based in Dayton, OH.

Firm Information

Derek Miller is currently registered with Oneseven. Oneseven is a financial advisor based in BEACHWOOD, OH. The firm offers a range of financial planning services, including pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Oneseven manages approximately $3.68 billion in assets for high-net-worth individuals, corporations, and other clients. They also have a strong presence online, with websites and social media accounts across various platforms.
Oneseven

24400 CHAGRIN BLVD.

BEACHWOOD, OH 44122

$3.68B

Assets Under Management

27

Total Clients

65

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitors' fees for referrals to other money managers

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Derek Miller’s Registration & Firm History

OH

09/22/2023 - Present

Oneseven (BEACHWOOD OH)

OH

09/22/2023 - 02/07/2024

PURSHE KAPLAN STERLING INVESTMENTS (Dayton OH)

OH

05/20/2015 - 09/28/2023

AMERIPRISE FINANCIAL SERVICES, LLC (Dayton OH)

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Licenses & Designations

BOTH

Issued 10/03/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derek W Miller.
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