Unclaimed
Damian Reilly is a financial advisor with over 30 years of experience in the financial services industry. Damian has worked with several firms, including Merrill Lynch, PNC Investments, and Capital One Investing. Damian is currently a registered representative and investment advisor representative with Cetera Investment Advisers LLC. Damian holds a Series 7, Series 24, Series 55, and Series 63 license. Damian is also a registered investment advisor with Cetera Investment Advisers LLC in New Jersey. Damian specializes in providing financial planning, portfolio management, and other financial advisory services to individuals, businesses, and charitable organizations.
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.
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.
1
2
NJ
12/07/2017 - Present
Cetera Investment Advisers LLC (CLARK NJ)
NJ
08/28/2017 - 12/06/2017
INVEST FINANCIAL CORPORATION (WHITING NJ)
NJ
01/06/2016 - 08/30/2017
CAPITAL ONE INVESTING, LLC (EDISON NJ)
NJ
12/10/2015 - 12/22/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PISCATAWAY NJ)
NJ
01/10/2011 - 11/27/2015
PNC INVESTMENTS (RED BANK NJ)
NJ
10/23/2009 - 12/22/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)
NJ
11/26/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (OLD BRIDGE NJ)
NJ
12/06/2006 - 11/26/2007
IFMG SECURITIES, INC. (MIDDLETOWN NJ)
NJ
01/17/2003 - 11/09/2006
BUCKMAN, BUCKMAN & REID, INC. (SHREWSBURY NJ)
NY
04/19/1999 - 03/16/2001
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
05/23/1996 - 04/22/1999
ING BARING FURMAN SELZ LLC (NEW YORK NY)
NY
01/19/1988 - 03/20/1996
CS FIRST BOSTON CORPORATION (NEW YORK NY)
IA
Issued 12/7/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/19/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 1/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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