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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Damiani is an investment advisor representative with Continuum Advisory, LLC, located in Eagle, ID. Brian has over 20 years of experience in the financial services industry and holds a Series 7, Series 63, and Series 65 license. Brian is also a Certified Financial Planner (CFP). Brian is dedicated to providing comprehensive financial planning services to individuals and families. Brian helps his clients develop personalized strategies to achieve their financial goals. Brian's previous work experience includes employment with Triad Advisors LLC, Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Brian has a deep understanding of the financial markets and is committed to providing his clients with the highest level of service.
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.
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.
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
ID
04/04/2016 - Present
Continuum Advisory, LLC (EAGLE ID)
ID
11/14/2017 - 08/23/2024
TRIAD ADVISORS LLC (Eagle ID)
CA
05/13/2016 - 11/17/2017
SIGNATOR INVESTORS, INC. (PLEASANTON CA)
CA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PLEASANTON CA)
CA
05/26/2000 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (PLEASANTON CA)
IA
Issued 06/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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