Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Nicholson is a financial advisor at Morgan Stanley with over 23 years of experience in the industry. Damon holds Series 6, 7, 31 and 66 licenses, along with a SIE exam. Damon is registered with the Securities and Exchange Commission (SEC) and has a strong track record of helping clients achieve their financial goals. Damon is located in Orlando, Florida, and is currently licensed in 45 states.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
12/01/2023 - Present
Morgan Stanley (Orlando FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ORLANDO FL)
FL
04/11/2006 - 04/02/2007
MORGAN STANLEY DW INC. (ORLANDO FL)
FL
09/23/2002 - 04/06/2006
INVEST FINANCIAL CORPORATION (HEATHROW FL)
GA
02/16/2002 - 06/27/2002
SUNTRUST SECURITIES, INC. (ATLANTA GA)
OH
09/15/2000 - 02/16/2002
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 02/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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