Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Jeremy Boyar is a financial advisor with Great Valley Advisor Group, Inc. Damon has been in the financial services industry since 2003. Damon holds Series 7, Series 63, and Series 66 licenses and has been registered with FINRA since 2002. Damon has also been registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) since 2022. Damon provides financial advice to a diverse range of clients, including individuals, families, businesses, and retirement plans. Damon's specialties include financial planning, investment management, and retirement planning. Damon is also a registered representative of LPL Financial and has been with LPL Financial since 2012.
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.
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.
Consulting 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.
1
2
DE
04/05/2024 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
FL
08/22/2011 - 11/22/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
FL
05/17/2006 - 08/22/2011
NEWBRIDGE SECURITIES CORPORATION (STUART FL)
FL
02/10/2004 - 05/17/2006
GREENWICH GLOBAL, LLC (NORTH MIAMI FL)
NY
10/02/2002 - 02/02/2004
INVESTPRIVATE, INC. (NEW YORK NY)
BOTH
Issued 05/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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