Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Couch is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Damon has been in the financial services industry since 1987. Damon has a Series 7, Series 6, Series 63, Series 52 and Series 8. Damon is also registered as an Investment Advisor Representative. Damon is registered in California. Damon has a record of 2 approved State Registration. Damon's previous experience includes positions with U.S. Bancorp Investments, Inc. in La Jolla, CA, Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Jolla, CA, Banc of America Investment Services, Inc. in La Jolla, CA, BA Investment Services, Inc. in Oakland, CA, Everen Securities, Inc. in St. Louis, MO, BA Investment Services, Inc. in Oakland, CA, and Security Pacific Investment Funds, Inc. Damon has specializations in Mutual Funds, Variable Annuities, Fixed Annuities, Insurance, and Retirement Planning.
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
CA
12/27/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWPORT BEACH CA)
CA
06/07/2012 - 12/14/2018
U.S. BANCORP INVESTMENTS, INC. (LA JOLLA CA)
CA
10/23/2009 - 06/07/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LA JOLLA CA)
CA
07/12/1999 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LA JOLLA CA)
CA
05/08/1995 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
MO
05/04/1995 - 05/19/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
CA
06/03/1988 - 05/05/1995
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NA
12/11/1986 - 03/14/1988
SECURITY PACIFIC INVESTMENT FUNDS, INC.
IA
Issued 10/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1986
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/10/1986
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
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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