Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dmond? Claim Your ProfileDmond Jerrol Shaw is a registered investment advisor representative with Fisher Investments. Dmond has been working in the financial services industry since 2017. Previously, Dmond worked at Voya Financial Advisors, Inc., Citizens Securities, Inc. and TIAA-CREF Individual & Institutional Services, LLC. Dmond holds the Series 6, Series 7TO, Series 63, and Series 66 licenses. Dmond specializes in providing financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
08/15/2024 - Present
Fisher Investments (PLANO TX)
CT
10/16/2023 - 05/13/2024
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
TX
02/01/2023 - 10/13/2023
CITIZENS SECURITIES, INC. (IRVING TX)
TX
07/21/2017 - 12/21/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Lewisville TX)
BOTH
Issued 01/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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