Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Friedman is a financial advisor with Commonwealth Financial Network. Damon has been in the financial industry since 2012 and has a diverse range of experience in the field. Damon holds the Series 7, 24, 52TO, 53 and 66 licenses. Damon has experience working with individuals, high-net-worth individuals, businesses, and retirement plans. Damon is a Certified Financial Planner (CFP) and provides a range of financial planning services, including investment management, retirement planning, and estate planning. Damon is committed to helping clients achieve their financial goals.
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.
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
10/19/2021 - Present
Commonwealth Financial Network (SAN DIEGO CA)
CA
10/17/2016 - 10/15/2021
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
03/16/2012 - 03/31/2016
NFP ADVISOR SERVICES, LLC (SAN DIEGO CA)
BOTH
Issued 08/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/29/2017
Series 24 - General Securities Principal Examination
BC
Issued 02/07/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Damon Friedman is the right advisor for you? Invested Better is here to help.
