Unclaimed
Damon Jerome Drew has been in the financial services industry since September 18, 2001. Damon Jerome Drew is currently registered with LPL Enterprise, LLC in Troy, MI. Damon Jerome Drew was previously registered with MML Investors Services, LLC, MSI Financial Services, Inc., PFS Investments Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Damon Jerome Drew has a combined total of 2 state, 2 product and 0 principal exams. Damon Jerome Drew specializes in various areas including investment advisory, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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
MI
11/14/2024 - Present
LPL Enterprise, LLC (TROY MI)
MI
03/25/2017 - 02/09/2018
MML INVESTORS SERVICES, LLC (SOUTHFIELD MI)
MI
03/17/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
MI
06/11/2014 - 12/31/2014
PFS INVESTMENTS INC. (SOUTHFIELD MI)
MI
04/03/1998 - 04/17/2012
AMERIPRISE FINANCIAL SERVICES, INC. (SOUTHGATE MI)
MN
04/03/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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