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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damond? Claim Your ProfileDamond Petersen is a financial advisor with Fidelity Personal and Workplace Advisors, with over 20 years of experience in the financial industry. Damond is a registered representative with the FINRA (Financial Industry Regulatory Authority) and is also a registered Investment Advisor in the state of Texas and Utah. Damond has a strong background in securities and investment products and holds a variety of licenses and certifications. Damond can help you with a variety of financial needs, including investment advice, retirement planning, and wealth management. Damond specializes in providing financial advice to high-net-worth individuals, corporations, 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.
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
MA
08/03/2023 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
RI
02/26/2001 - 07/22/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 08/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/08/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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