Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damian? Claim Your ProfileDamian Zuniga is a financial advisor with over 8 years of experience in the financial services industry. Damian currently works with Avantax Advisory Services, a firm with a focus on financial planning and portfolio management for individuals and businesses. Damian has a strong background in the industry and has worked with several firms including Electronic Transaction Clearing, Inc., Apex Clearing Corporation, BBVA Securities Inc., NYLIFE Securities LLC, and J.P. Morgan Securities LLC. Damian is registered to provide investment advice in Texas and is committed to providing his clients with personalized financial advice and guidance.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
09/06/2022 - Present
Avantax Advisory Services (DALLAS TX)
TX
06/16/2020 - 07/20/2021
ELECTRONIC TRANSACTION CLEARING, INC. (DALLAS TX)
TX
12/04/2018 - 07/20/2021
APEX CLEARING CORPORATION (DALLAS TX)
TX
05/15/2017 - 12/03/2018
BBVA SECURITIES INC. (DALLAS TX)
TX
03/30/2015 - 05/05/2017
NYLIFE SECURITIES LLC (DALLAS TX)
TX
10/30/2013 - 12/03/2014
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
IA
Issued 09/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2019
Series 4 - Registered Options Principal Examination
BC
Issued 03/19/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/11/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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