Unclaimed
Erica Damon is a financial advisor with Ameriprise Financial Services, LLC. Erica is registered in 21 states, including Connecticut, North Carolina, and Texas. Erica has been in the industry since 2017 and specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. Erica can also help select other advisors and manage portfolios for individuals and businesses. Erica is committed to providing personalized financial advice to her clients, and she has a strong track record of success in helping them achieve their financial goals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
CT
10/05/2021 - Present
Ameriprise Financial Services, LLC (Old Saybrook CT)
BOTH
Issued 04/15/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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