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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Derstine is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Damon has been in the industry for over 20 years. Damon is registered to provide investment advice in multiple states. Damon has experience working with various client types, including high-net-worth individuals, corporations, and charitable organizations. Damon also has experience working with investment companies and pension and profit-sharing plans. In addition to his work at Wells Fargo Advisors Financial Network, LLC, Damon is also involved in other business activities. Damon is a member of Meridian Wealth Mgmt Group, LLC, and Damon Derstine Consulting, LLC. Damon has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice.
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.
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.
Investment consulting services to institutional clients
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
PA
03/02/2023 - Present
Wells Fargo Advisors Financial Network, LLC (DOYLESTOWN PA)
PA
09/01/2017 - 03/02/2023
WELLS FARGO CLEARING SERVICES, LLC (DOYLESTOWN PA)
PA
06/01/2009 - 09/05/2017
MORGAN STANLEY (DOYLESTOWN PA)
PA
02/22/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DOYLESTOWN PA)
PA
06/12/2001 - 03/06/2008
CITIGROUP GLOBAL MARKETS INC. (DOYLESTOWN PA)
IA
Issued 07/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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