Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Winter is a financial advisor with over 30 years of experience in the industry. Damon currently works at Osaic Advisory Services, LLC. Prior to that, Damon worked at Securities America, Inc. and KMS Financial Services, Inc. Damon specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. Damon also offers educational seminars to help clients learn more about their financial options. Damon is registered with the Securities and Exchange Commission (SEC) and holds a Series 6, Series 7, Series 63, and Series 65 license. Damon is also a Registered Representative of FINRA. Damon is committed to providing his clients with personalized and comprehensive financial advice.
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.
1
2
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Lake Oswego OR)
OR
11/03/2011 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (LAKE OSWEGO OR)
OR
11/12/1993 - 11/03/2011
SYMETRA INVESTMENT SERVICES, INC. (CLACKAMAS OR)
MA
07/22/1987 - 05/14/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/22/1987 - 05/14/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
06/14/1985 - 09/29/1986
PRUCO SECURITIES CORPORATION
IA
Issued 04/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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