Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon K. Hofstrand is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm that has been in business for over a century and has a vast network of financial advisors across the country. Damon has been with Merrill Lynch for over 27 years, providing financial guidance to clients in various states. He has a broad range of experience in the investment industry, working with individuals, families, and businesses. Damon is also experienced in working with institutions and has served as a trusted advisor to various organizations. Damon is a dedicated professional who strives to understand his clients' financial goals and provide personalized investment solutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
07/03/1995 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SPRINGFIELD IL)
IA
Issued 05/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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