Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damien? Claim Your ProfileDamien Martinez is a financial advisor with Principal Securities, Inc. Damien has been in the securities industry for over 4 years. Damien is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and is licensed to sell securities in 27 states. Damien also holds licenses to sell insurance products in several states. Damien has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations and other businesses. Damien offers financial planning, portfolio management and educational seminars.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
NE
08/07/2023 - Present
Principal Securities, Inc. (Lincoln NE)
WA
04/23/2018 - 04/09/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TACOMA WA)
BOTH
Issued 06/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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