Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Harris is a financial advisor with Osaic Wealth, Inc., having been in the industry since 2004. Damon holds Series 6, 7, 24, 63, and 66 licenses, and has experience in both investment advisory and brokerage services. He has worked with Securities America, Inc., and LPL Financial LLC in the past. Damon specializes in providing financial planning services for individuals, families, and businesses. He is also a registered investment advisor, offering portfolio management services in a variety of investment strategies.
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.
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.
1
2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (HEMET CA)
CA
09/06/2018 - 06/14/2024
SECURITIES AMERICA, INC. (RIVERSIDE CA)
CA
11/25/2014 - 09/18/2018
LPL FINANCIAL LLC (RIVERSIDE CA)
CA
01/13/2004 - 12/03/2014
CUSO FINANCIAL SERVICES, L.P. (HEMET CA)
GA
01/08/2004 - 01/15/2004
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 05/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Damon Harris is the right advisor for you? Invested Better is here to help.
