Unclaimed
Damian John Pardo is a financial advisor with over 20 years of experience in the industry. Damian John Pardo has worked with Oppenheimer & Co. Inc. since July 2024, and previously worked with First Horizon Advisors, Inc. and Morgan Stanley. Damian John Pardo is a Certified Financial Planner. Damian John Pardo is also a board member for Vizcaya Museum and Gardens and Frost Science Museum and an elected representative for the City of Miami Commission. Damian John Pardo is registered to provide investment advisory services in California and Florida and is licensed to sell securities in Florida.
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
FL
07/10/2024 - Present
Oppenheimer & Co. Inc. (CORAL GABLES FL)
FL
06/01/2021 - 02/02/2024
FIRST HORIZON ADVISORS, INC. (Coral Gables FL)
FL
07/12/2012 - 06/11/2021
MORGAN STANLEY (PLANTATION FL)
FL
04/15/2005 - 07/16/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
GA
08/18/2000 - 04/26/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 8/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/27/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/17/2000
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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