Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick Wilson is a registered representative and investment advisor representative with Equity Services, Inc. based in Marlton, New Jersey. Derrick has been in the industry since 2011 and holds Series 7, Series 66, and SIE licenses. Previously, Derrick was a registered representative with Vanguard Marketing Corporation in Malvern, Pennsylvania and Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, New Jersey. Derrick is a specialist in providing financial planning and investment management services to individuals, corporations, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/22/2020 - Present
Equity Services, Inc. (MARLTON NJ)
PA
03/27/2014 - 02/12/2018
VANGUARD MARKETING CORPORATION (MALVERN PA)
NJ
07/06/2011 - 03/10/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 07/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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