Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick Miller is a financial advisor with Osaic FS, Inc. and Osaic FA, Inc. He is registered with FINRA, as well as a registered investment advisor in 53 states and the District of Columbia. Derrick has worked in the financial industry since 2006 and holds several industry certifications, including the Series 7, 6, 24, 63 and 66 licenses. Derrick specializes in retirement planning, investment management, and financial planning. He is also registered to offer services to individuals, businesses, corporations, and pension plans. Derrick is based in Fort Wayne, Indiana, and serves clients throughout the country.
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.
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.
Retirement plan consulting services provided on limited basis.
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.
1
2
IN
06/02/2015 - Present
Osaic FS, Inc. (FORT WAYNE IN)
IN
11/13/2013 - 06/03/2015
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
IN
07/11/2012 - 03/15/2013
PROEQUITIES, INC. (FORT WAYNE IN)
MO
01/10/2011 - 05/06/2011
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
IN
08/04/2008 - 01/13/2009
EDWARD JONES (FORT WAYNE IN)
IN
07/27/2006 - 05/12/2008
NATCITY INVESTMENTS, INC. (FORT WAYNE IN)
IN
02/25/2004 - 07/20/2006
NYLIFE SECURITIES INC. (FORT WAYNE IN)
BOTH
Issued 08/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Derrick Miller is the right advisor for you? Invested Better is here to help.
