Derek Miller

11682 El Camino Real Suite 110
San Diego, CA 92130

About Wachovia Securities

I work with individuals that are tired of giving back all of their gains everytime the stock market begins to fall. If you are interested in making money and keeping it, then you have found someone you must talk to. I am a portfolio manager with strict strict risk management, as well as, strict money management.

4 Years of Experience



General Information
Name of Broker/Dealer:   Wachovia Securities, LLC
States Licensed in:   AZ, CA, NV, OH, PA
Number of Years with Current Firm:   1
I work with the following types of clients:   Individual Investors , Investment Clubs


Services
Investment Types:   Alternative Investments , Exchange Traded Funds (ETFs) , Stocks , Commodities , Options & Futures , Bonds , Mutual Funds , Mortgages & Real Estate , Insurance , Annuities , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At my office , Via email


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Variable Life , Long Term Care , Variable Annuity , Life , Health , Accident
Financial Organization Memberships:   National Association of Personal Financial Advisors (NAPFA) , National Association of Insurance and Financial Advisors (NAIFA)
Non-Financial Organization Memberships:   Kiwanis, Surfrider foundation


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets , Commissions



FAQs

Derek Miller

Derek Miller

AAMS