Unclaimed
Damon Marra is a financial advisor at Wells Fargo Advisors Financial Network, LLC, located in Hauppauge, NY. Damon has been in the financial services industry for over 22 years, holding both Series 7 and 66 licenses. Damon has also earned the Series 31 license for futures managed funds. Damon is registered with the Securities and Exchange Commission (SEC) and has a variety of registrations with states including New York, Texas, California, Florida and more. Damon offers a variety of investment services for individuals and businesses including investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management.
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.
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2
NY
11/02/2023 - Present
Wells Fargo Advisors Financial Network, LLC (HAUPPAUGE NY)
NY
05/21/2018 - 11/06/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Hauppage NY)
NY
08/27/2004 - 06/01/2018
LPL FINANCIAL LLC (HAUPPAUGE NY)
NY
11/23/2001 - 08/31/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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