Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Deluties is a financial advisor with Wells Fargo Clearing Services, LLC. Damon has been in the financial services industry since 1998. Damon is a Certified Financial Planner. He is licensed to provide investment advisory services in Texas. Damon also holds Series 7 and SIE licenses and has experience in providing financial services to individuals, families, and businesses. Damon has experience providing financial advice to insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and 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.
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.
Investment consulting services to institutional clients
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.
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2
MA
09/18/2020 - Present
Wells Fargo Clearing Services, LLC (BEVERLY MA)
MA
06/01/2009 - 09/21/2020
MORGAN STANLEY (MIDDLETON MA)
MA
11/09/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DANVERS MA)
MA
12/14/1998 - 11/21/2007
UBS FINANCIAL SERVICES INC. (PEABODY MA)
NY
10/15/1998 - 12/15/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/28/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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