Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damian? Claim Your ProfileDamian John Pardo is a financial advisor with over 20 years of experience in the financial services industry. Damian has worked with a number of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunTrust Securities, Inc., Morgan Stanley, First Horizon Advisors, Inc. and currently with Oppenheimer & Co. Inc.. Damian is registered as a Registered Representative (RR) with FINRA and a Registered Investment Advisor (IA) in Florida. Damian is also a Certified Financial Planner and holds the Series 7, 24 and 66 licenses. Damian specializes in providing financial advice to high-net-worth individuals, families, and businesses. Damian's areas of expertise include investment management, retirement planning, estate planning, and insurance. Damian is dedicated to providing personalized financial advice that helps clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
07/10/2024 - Present
Oppenheimer & Co. Inc. (CORAL GABLES FL)
FL
06/01/2021 - 02/02/2024
FIRST HORIZON ADVISORS, INC. (Coral Gables FL)
FL
07/12/2012 - 06/11/2021
MORGAN STANLEY (PLANTATION FL)
FL
04/15/2005 - 07/16/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
GA
08/18/2000 - 04/26/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 08/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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