Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damian? Claim Your ProfileDamian Agustin Pereira-nunez is a financial advisor registered with Wells Fargo Clearing Services, LLC. Damian has been in the financial services industry since October 2006. Damian holds licenses for both securities and investment advisory activities, and is registered to provide services in several states. Damian has a proven track record of experience with various financial institutions, including Citigroup Global Markets Inc. and Santander Securities LLC. Damian specializes in providing financial planning, investment consulting services, and portfolio management for both individuals and businesses.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/02/2022 - Present
Wells Fargo Clearing Services, LLC (MIAMI FL)
NY
08/22/2017 - 05/02/2022
CITIGROUP GLOBAL MARKETS INC. (New York NY)
NJ
09/19/2012 - 08/23/2017
SANTANDER SECURITIES LLC (NEWARK NJ)
NJ
10/07/2011 - 09/19/2012
LPL FINANCIAL LLC (NEWARK NJ)
NY
12/07/2007 - 10/03/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
10/11/2006 - 12/06/2007
FORDHAM FINANCIAL MANAGEMENT, INC. (NEW YORK NY)
IA
Issued 01/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Damian Pereira-nunez is the right advisor for you? Invested Better is here to help.
