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 currently registered with Cetera Investment Advisers LLC. Damon has been in the financial services industry since January 2019 and has a wide range of experience in various roles, including with Equitable Advisors, LLC, Cetera Advisors LLC, and Totus Wealth Management. Damon is a licensed investment advisor representative in Texas and Virginia. Damon specializes in portfolio management, financial planning and providing investment advice to individuals, businesses and pension plans.
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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VA
06/26/2024 - Present
Cetera Investment Advisers LLC (GLEN ALLEN VA)
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 5/9/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/8/2019
SIE - Securities Industry Essentials Examination
BC
Issued 1/7/2019
Series 7 - General Securities Representative Examination
BC
Issued 4/9/2009
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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