Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Nathaniel Martin is an active Registered Representative and Investment Advisor Representative with LPL Financial LLC. Damon has been in the financial services industry since January 25, 2017 and has experience working with a wide range of clients including individuals, high-net-worth individuals, businesses, corporations, pension and profit sharing plans, charitable organizations, and state or municipal government entities. Damon is licensed to provide investment advice in 53 states and is registered with the Financial Industry Regulatory Authority (FINRA). Damon is also registered with the Securities and Exchange Commission (SEC) and has experience working with other firms such as MML Investors Services, LLC, E*TRADE Securities LLC, and LPL Financial Corporation.
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
SC
05/09/2019 - Present
LPL Financial LLC (FORT MILL SC)
NC
04/26/2018 - 05/08/2018
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
02/23/2010 - 07/07/2010
LPL FINANCIAL CORPORATION (CHARLOTTE NC)
NC
10/26/2006 - 08/05/2008
E*TRADE SECURITIES LLC (CHARLOTTE NC)
BOTH
Issued 05/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 05/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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