Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damary? Claim Your ProfileDamary Marrero is an investment advisor representative, licensed to operate in the state of Illinois. Damary has been working in the securities industry since 2001. Damary is currently registered with Ameriprise Financial Services, LLC. Damary previously worked with Ameriprise Advisor Services, Inc., Northstar Financial Partners, Inc. and H&R Block Financial Advisors, Inc. Damary is also registered with 37 other states for broker-dealer activities. Damary holds Series 7, Series 63 and Series 65 licenses as well as the SIE license. Damary offers services for individuals, pension and profit sharing plans, corporations, charitable organizations and trusts.
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
IL
12/17/2010 - Present
Ameriprise Financial Services, LLC (DEERFIELD IL)
IL
02/09/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (NORTHBROOK IL)
IL
09/03/2004 - 01/05/2009
NORTHSTAR FINANCIAL PARTNERS, INC. (LAKE FOREST IL)
MI
09/27/2001 - 09/16/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 12/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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