Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Finlay Nelson is a financial advisor who has been in the industry since 1996. Damon is currently registered with Fisher Investments and previously worked at several other firms, including MAM Securities, LLC, Funds Distributor, Inc., Montgomery Securities, and American Express Financial Advisors Inc. Damon holds Series 7 and Series 63 licenses and has a CFA designation. He has experience working with a variety of clients, including individuals, businesses, investment companies, pooled investment vehicles, and charitable organizations. Damon's areas of expertise include portfolio management, financial planning, and portfolio assessment.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
09/07/2021 - Present
Fisher Investments (PLANO TX)
CA
04/14/1998 - 05/30/2003
MAM SECURITIES, LLC (SAN FRANCISCO CA)
ME
07/31/1997 - 04/16/1998
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
CA
05/16/1997 - 07/31/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
MN
06/27/1996 - 07/05/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/27/1996 - 07/05/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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