Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damien? Claim Your ProfileDamien Paumi is a registered investment advisor representative with Avantax Advisory Services. Damien has over 20 years of experience in the financial services industry. Damien is licensed to provide investment advisory services in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, and Washington. Damien holds the Series 4, 7, 24, 51, and 66 licenses.
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
NJ
01/25/2024 - Present
Avantax Advisory Services (Mount Arlington NJ)
NJ
04/06/2010 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (MOUNT ARLINGTON NJ)
NJ
09/06/2001 - 04/09/2010
AMERIPRISE FINANCIAL SERVICES, INC. (MATAWAN NJ)
MN
09/06/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/14/2008
Series 4 - Registered Options Principal Examination
BC
Issued 01/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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