Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon McLaughlin is a financial advisor with Ameriprise Financial Services, LLC located in Portland, Oregon. Damon has been in the financial industry since January 16, 2010. Damon is licensed to provide investment advice in Oregon. Damon holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Ameriprise Financial Services, LLC is a large financial services firm with offices nationwide. The firm specializes in providing a variety of financial products and services to individuals and businesses, including investment management, financial planning, 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.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
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11/11/2011 - Present
Ameriprise Financial Services, LLC (PORTLAND OR)
OR
11/30/2009 - 04/12/2011
PHILLIPS & COMPANY (PORTLAND OR)
OR
01/21/2009 - 04/03/2009
PHILLIPS & COMPANY (PORTLAND OR)
BC
Issued 01/28/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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