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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Manuel Perez is a registered investment advisor representative with Empower Advisory Group, LLC. Damon has been in the industry since 2018 and is registered with the state of Florida. Damon has experience with various firms including Edward Jones, Fidelity Brokerage Services LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Damon holds a Series 7, Series 7TO, Series 63, Series 66, and Series 24 license. Damon's firm, Empower Advisory Group, LLC, is based in Greenwood Village, Colorado and offers financial planning and portfolio management for individuals.
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.
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.
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
FL
01/03/2024 - Present
Empower Advisory Group, LLC (St. Johns FL)
MO
04/08/2019 - 07/03/2019
EDWARD JONES (ST. LOUIS MO)
FL
01/21/2019 - 03/07/2019
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
10/19/2010 - 02/25/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 11/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 04/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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