Unclaimed
Damon Renfro is a financial advisor registered with Edward Jones. Damon has been in the industry since December 1997. Damon's prior roles include positions with Capital One Investing, LLC, WAMU Capital Corp., Banc of America Investment Services, Inc., BA Investment Services, Inc., and Seafirst Investment Services, Inc. Damon holds Series 7, Series 99TO, and SIE licenses and is actively registered in the state of Missouri.
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.
See schedule d - miscellaneous
1
2
MO
04/08/2021 - Present
Edward Jones (ST LOUIS MO)
TX
01/01/2010 - 06/13/2019
CAPITAL ONE INVESTING, LLC (Plano TX)
WA
02/01/2006 - 01/28/2008
WAMU CAPITAL CORP. (SEATTLE WA)
MA
07/12/1999 - 10/03/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/01/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
12/05/1997 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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