Unclaimed
Damian Halstad is an investment advisor representative at LPL Financial LLC. Damian has been working in the financial industry since 1990. Damian is registered with the state of Maryland and has passed the Series 65 exam. Damian's experience includes working as an attorney and as an investment advisor representative. Damian specializes in providing financial planning, portfolio management and other advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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MD
11/21/2023 - Present
LPL Financial LLC (WESTMINSTER MD)
IA
Issued 02/16/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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