Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damian? Claim Your ProfileDamian Judson Wardell is a financial advisor with Oppenheimer & Co. Inc. in Asheville, NC. Damian has been in the securities industry since 1997. Damian has worked with Charles Schwab & Co., Inc. in both Colorado and Texas, and AIG Financial Advisors, Inc. in Colorado, and SunAmerica Securities, Inc. in Arizona. Damian has the Series 7, Series 9, Series 10, Series 23, Series 24, Series 55, Series 57TO, Series 63, Series 66, Series 99TO, and SIE licenses. Damian is a Registered Representative and Investment Advisor Representative. Damian is registered with the state of North Carolina.
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
NC
04/26/2022 - Present
Oppenheimer & Co. Inc. (ASHEVILLE NC)
CO
05/03/2007 - 09/14/2020
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
10/31/2005 - 03/30/2007
AIG FINANCIAL ADVISORS, INC. (CENTENNIAL CO)
AZ
02/22/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
04/18/1997 - 12/06/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
FL
04/05/1995 - 06/30/1995
EURO-ATLANTIC SECURITIES INC. (BOCA RATON FL)
BOTH
Issued 09/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/10/2005
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 05/05/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/12/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/03/1995
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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