Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derick? Claim Your ProfileDerick Volle is a financial advisor at Western Wealth Management LLC. Derick has been in the industry since 2003 and has a strong track record of success. Derick specializes in financial planning, portfolio management, and pension consulting. Derick is committed to providing his clients with personalized financial advice and helping them reach their financial goals. Derick is registered with the state of Colorado and the Financial Industry Regulatory Authority (FINRA).
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.
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CO
05/27/2022 - Present
Western Wealth Management LLC (Littleton CO)
CO
08/05/2016 - 06/06/2022
WELLS FARGO CLEARING SERVICES, LLC (ENGLEWOOD CO)
CO
02/25/2004 - 08/09/2016
U.S. BANCORP INVESTMENTS, INC. (WHEAT RIDGE CO)
NY
08/02/2002 - 12/02/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 05/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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