Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Bootes is a financial advisor with Cetera Investment Advisers LLC. Damon has been in the financial services industry since 2008. Damon specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Damon is registered in Kentucky, Georgia, Indiana, Mississippi, and North Carolina. Damon is also a licensed tax preparer and a notary public.
LOUISVILLE, KY
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.
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KY
11/12/2020 - Present
Cetera Investment Advisers LLC (LOUISVILLE KY)
KY
11/13/2017 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (LOUISVILLE KY)
KY
11/13/2014 - 11/14/2017
WADDELL & REED (LOUISVILLE KY)
CT
08/08/1997 - 12/21/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
FL
06/06/1997 - 07/31/1997
CALTON & ASSOCIATES, INC. (TAMPA FL)
CA
02/15/1994 - 05/23/1997
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
IA
Issued 2/6/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/6/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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