Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Dozier is a financial advisor with LPL Financial LLC in FREDERICKSBURG, TX. Damon has been in the financial industry for over 14 years and is registered with FINRA and the state of Texas. Damon's previous employers include J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Damon holds the Series 7, SIE and Series 66 licenses. Damon specializes in working with individuals, businesses, and charitable organizations.
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
TX
11/30/2017 - Present
LPL Financial LLC (FREDERICKSBURG TX)
TX
10/01/2012 - 12/13/2017
J.P. MORGAN SECURITIES LLC (FREDERICKSBURG TX)
TX
08/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FREDERICKSBURG TX)
TX
03/11/2008 - 01/04/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
BOTH
Issued 04/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Damon Dozier is the right advisor for you? Invested Better is here to help.
