Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Charles Glenn is a financial advisor in SALT LAKE CITY, UT. Damon has been in the financial services industry since 1999. Damon is currently registered with Fidelity Personal And Workplace Advisors and is licensed to provide investment advice in 53 states and the District of Columbia. Previously, Damon was registered with E*TRADE SECURITIES LLC and FIDELITY BROKERAGE SERVICES LLC. Damon has passed the Series 63, 66, 7, 9, 10, and SIE exams. Damon holds a bachelor's degree in finance.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
04/26/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
02/03/2017 - 04/19/2021
E*TRADE SECURITIES LLC (SANDY UT)
UT
11/04/1999 - 11/03/2016
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 06/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/17/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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