Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Paull is a financial advisor with Cetera Investment Advisers LLC. Damon is a registered investment advisor in Texas and Virginia. Damon has been in the financial services industry since January 2019. Damon has a Series 3, Series 7, Series 63, and Series 65 licenses. Damon has experience in financial planning, portfolio management, and pension consulting. Damon specializes in serving high-net-worth individuals, corporations, and other businesses. Damon is also a legal shield associate and owns a rental property.
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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2
TX
06/26/2024 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
12/13/2021 - 06/20/2024
CETERA ADVISORS LLC (HOUSTON TX)
TX
01/07/2019 - 12/22/2021
EQUITABLE ADVISORS, LLC (HOUSTON TX)
IA
Issued 05/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2019
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2009
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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