Unclaimed
Damon Merrill Mapes is a financial advisor who has been in the industry since 2001. Damon is currently registered with LPL Financial LLC. Prior to that, Damon was registered with Cetera Investment Services LLC, Fintegra, LLC, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, H&R Block Financial Advisors, Inc., Allstate Financial Services, LLC, Wells Fargo Investments, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Damon holds Series 66, Series 7, and SIE licenses. Damon is registered with the following states: Arizona, California, Colorado, Hawaii, Idaho, Maryland, Nevada, Ohio, Oregon, Texas, Washington, and Wisconsin. Damon provides advisory services such as financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
04/01/2021 - Present
LPL Financial LLC (HILLSBORO OR)
OR
06/10/2020 - 12/21/2020
CETERA INVESTMENT SERVICES LLC (HILLSBORO OR)
OR
02/28/2013 - 03/20/2020
CETERA INVESTMENT SERVICES LLC (BEND OR)
OR
05/17/2011 - 01/08/2013
LPL FINANCIAL LLC (PORTLAND OR)
OR
08/07/2006 - 05/20/2011
FINTEGRA, LLC (TILLAMOOK OR)
OR
09/07/2005 - 04/11/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (PORTLAND OR)
IN
09/07/2005 - 04/11/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MI
04/01/2005 - 08/10/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NE
08/12/2004 - 04/08/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
CA
02/07/2003 - 04/09/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
11/17/1999 - 02/05/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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