Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Chase Newsom is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Damon has been in the securities industry since 1997 and has held previous roles with Stifel, Nicolaus & Company, Incorporated, CITY SECURITIES CORPORATION, LINCOLN FINANCIAL DISTRIBUTORS, INC. and SCUDDER DISTRIBUTORS, INC. Damon holds a Series 6, 7 and 66 securities 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IN
08/02/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LAFAYETTE IN)
IN
02/28/2017 - 08/06/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LAFAYETTE IN)
IN
07/07/2008 - 02/28/2017
CITY SECURITIES CORPORATION (LAFAYETTE IN)
PA
11/11/2002 - 06/10/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IL
07/09/1997 - 10/31/2002
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BOTH
Issued 08/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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