Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damian? Claim Your ProfileDamian Beard is an investment advisor representative at Syverson Strege. Damian has been in the industry for over five years and is registered with the state of Iowa. Damian specializes in providing financial planning and portfolio management services to individuals and families. Damian has a strong background in financial services and has a passion for helping clients reach 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Selection of other advisers through third party
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.
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IA
09/01/2024 - Present
Syverson Strege (WEST DES MOINES IA)
IA
05/30/2022 - 01/05/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (URBANDALE IA)
IA
12/13/2018 - 08/19/2019
EDWARD JONES (Mason City IA)
BOTH
Issued 06/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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