Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damien? Claim Your ProfileDamien Caillault is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Damien has been in the securities industry since 2008. Damien is a Certified Financial Planner and holds Series 7 and Series 66 registrations. Damien has been registered with Stifel, Nicolaus & Company, Inc. since 2016. Damien has specialized in the following areas: asset allocation, retirement planning, college savings, insurance, and estate planning. Damien also has experience in providing financial advice to individuals, families, and businesses. Damien is dedicated to providing his clients with personalized financial advice that meets their individual needs. Damien is also active in the community and is a member of the Rotary Club of Morristown, NJ.
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.
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.
1
2
NJ
06/27/2023 - Present
Stifel, Nicolaus & Company, Inc. (MORRISTOWN NJ)
NJ
07/23/2008 - 09/07/2016
THE GMS GROUP, LLC (EAST HANOVER NJ)
BOTH
Issued 09/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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