Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Marshall Zahlmann is a financial advisor with over 20 years of experience in the industry. Damon has worked for several firms throughout his career, including Lincoln Financial Advisors Corporation, Northwestern Mutual Investment Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Damon is currently registered with MSH Capital Advisors LLC and holds licenses for both securities and investment advisory services. Damon has a broad range of experience and expertise in areas including wealth management, financial planning, and insurance. Damon's client base is diverse and includes individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
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.
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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AZ
10/06/2023 - Present
MSH Capital Advisors LLC (SCOTTSDALE AZ)
AZ
08/28/2017 - 10/05/2023
CROWN CAPITAL SECURITIES, L.P. (Peoria AZ)
AZ
10/31/2014 - 08/30/2017
WFG INVESTMENTS, INC. (PEORIA AZ)
AZ
08/15/2013 - 10/31/2014
INDEPENDENT FINANCIAL GROUP, LLC (SCOTTSDALE AZ)
AZ
04/03/2006 - 08/20/2013
SAGEPOINT FINANCIAL, INC. (TEMPE AZ)
AZ
09/18/2002 - 04/04/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (PHOENIX AZ)
IN
09/18/2002 - 03/27/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
WI
02/14/2002 - 08/30/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NY
05/15/2000 - 12/07/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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