Unclaimed
Derar Damra is an investment advisor representative with UBS Financial Services Inc., with over 5 years of experience in the financial services industry. Derar Damra is registered to provide advisory services in 53 states and the District of Columbia. Derar Damra holds Series 63, Series 66, and Series 7TO licenses. Derar Damra has previously worked for E*TRADE Securities LLC and WELLS FARGO CLEARING SERVICES, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
02/01/2023 - Present
UBS Financial Services Inc. (HOUSTON TX)
FL
10/27/2022 - 01/06/2023
E*TRADE SECURITIES LLC (Temple Terrace FL)
TX
02/17/2022 - 06/15/2022
WELLS FARGO CLEARING SERVICES, LLC (KATY TX)
BOTH
Issued 03/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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