Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damien? Claim Your ProfileDamien Xavier Lona is a financial professional with over 4 years of experience in the industry. Damien is currently registered as an investment advisor representative with Capital Client Group, Inc. Damien specializes in providing investment advice to individuals, businesses, and investment companies. Damien holds the Series 63, Series 65, and Series 7TO licenses. Damien is also registered as an investment advisor representative in Arizona, Arkansas, Georgia, Indiana, Kentucky, Louisiana, Mississippi, Ohio, and Texas.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
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2
FL
09/19/2024 - Present
Capital Client Group, Inc. (Tampa FL)
IA
Issued 08/15/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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