Unclaimed
Erica Victoria Damato is a registered investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC. Erica has been in the financial services industry since 2013. Erica holds Series 6, 7, 63, and 66 licenses. Erica is located in Easley, South Carolina.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
SC
07/17/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Easley SC)
NY
08/26/2013 - 08/03/2017
PRUCO SECURITIES, LLC. (MELVILLE NY)
BOTH
Issued 09/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Erica Damato is the right advisor for you? Invested Better is here to help.