Unclaimed
Damian Dering is a financial professional with over 25 years of experience in the financial services industry. Damian is a registered representative of Concorde Asset Management, LLC, with offices in El Segundo, CA and Ann Arbor, MI. Prior to joining Concorde Asset Management, LLC, Damian was associated with several other firms, including INDEPENDENT FINANCIAL GROUP, LLC, EPLANNING SECURITIES, INC., LINSCO/PRIVATE LEDGER CORP. and SUNAMERICA SECURITIES, INC. Damian holds the Series 7, Series 24, Series 63 and Series 66 licenses. Damian has been a financial advisor since 1997, working to provide sound financial advice and investment management solutions to individuals, families and businesses. Damian is also a Chartered Financial Consultant.
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.
Promoter fees from other advisors
1
2
MI
01/25/2023 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
CA
12/18/2008 - 09/04/2014
INDEPENDENT FINANCIAL GROUP, LLC (Los Angeles CA)
CA
11/02/2007 - 12/22/2008
EPLANNING SECURITIES, INC. (LOS ANGELES CA)
NV
07/19/2004 - 11/20/2007
LINSCO/PRIVATE LEDGER CORP. (HENDERSON NV)
AZ
01/09/2003 - 07/23/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
03/05/1997 - 01/27/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/05/1997 - 01/27/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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