Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick Wells is a financial advisor with Ameriprise Financial Services, LLC. Derrick has been in the financial services industry since February 1999 and has experience in various areas of financial planning, including retirement planning, investment planning, and insurance. Derrick has a variety of licenses and registrations including Series 63 and 66, and has a strong background in providing financial services to individuals, corporations, and other businesses. Derrick is also a licensed real estate broker in Illinois. Derrick is located in Mount Vernon, Indiana and also services clients in several other states, including Illinois, Kentucky, Tennessee, and Texas. Derrick's previous experience includes a role with Edward Jones.
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.
Asset allocation services
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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2
IN
07/17/2015 - Present
Ameriprise Financial Services, LLC (Mount Vernon IN)
IN
02/17/1999 - 07/13/2015
EDWARD JONES (MT VERNON IN)
BOTH
Issued 01/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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