Unclaimed
Damon Hart is a financial advisor registered with the state of Connecticut. Damon works with Baxter Investment Management and has been with the firm since October 2018. He has been in the industry since April 2001 and has a Series 63, Series 65 and Series 3 licenses. Damon specializes in providing financial planning, portfolio management for individuals and portfolio management for businesses. Damon has also worked at Raylor Asset Management Group, LLC and DLH Technical Services, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CT
03/25/2019 - Present
Baxter Investment Management (RIVERSIDE CT)
IA
Issued 03/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
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