Derrek MetzCRD Number: 4599680
Current Firm: Msi Financial Services, Inc.
Derrek Metz (CRD# 4599680) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Stamford, CT and has over 13 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Metlife Securities Inc.||Stamford, CT||Jan 2012 - Current||5|
|American Express Financial Advisors Inc.||Norwalk, CT||Nov 2002 - Dec 2011||9|
|Ids Life Insurance Company||Norwalk, CT||Nov 2002 - Dec 2011||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2003|
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