Derek WeisendCRD Number: 5920747
Current Firm: Msi Financial Services, Inc.
Derek Weisend (CRD# 5920747) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Dublin, OH and has over 5 years of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Metlife Securities Inc.||Dublin, OH||May 2011 - Current||5|
|Metropolitan Life Ins Co||Dublin, OH||Feb 2011 - May 2011||< 1|
|Vantage Point Consulting, Inc.||Columbus, OH||Jul 2010 - Feb 2011||< 1|
|Worldwide Marketing, Inc.||Columbus, OH||Jul 2009 - Jul 2010||1|
|Ohio State Golf Club||Columbus, OH||Apr 2007 - Sep 2009||2|
|Ohio State||Columbus, OH||Mar 2009 - Jun 2009||< 1|
|Ameriprise Financial||Columbus, OH||Jan 2009 - Mar 2009||< 1|
|Ohio State||Columbus, OH||Sep 2006 - Apr 2007||< 1|
|Lacks Beach Service||Myrtle Beach, OH||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV