Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Damia is a financial advisor registered with LPL Financial LLC. Jeffrey Damia has been in the industry since January 27, 1993, and has been registered in New York since May 18, 1992, and in Texas since March 11, 2024. Previously, Jeffrey Damia has been registered with FS INVESTMENT SOLUTIONS, LLC, ARCHER DISTRIBUTORS, LLC, WELLS FARGO FUNDS DISTRIBUTOR, LLC, EVERGREEN INVESTMENT SERVICES, INC., OPPENHEIMERFUNDS DISTRIBUTOR, INC., HILLIARD FARBER & CO., INC., HILLIARD FARBER SECURITIES CORP., FIRST ALBANY CORPORATION, DEAN WITTER REYNOLDS INC., LEHMAN BROTHERS INC., and PRUDENTIAL SECURITIES INCORPORATED. LPL Financial LLC is a leading independent broker-dealer and investment advisor providing financial services and technology to advisors, institutions, and individual investors.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
03/11/2024 - Present
LPL Financial LLC (ALBANY NY)
PA
01/20/2022 - 10/02/2023
FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)
MD
07/14/2020 - 01/03/2022
ARCHER DISTRIBUTORS, LLC (LAUREL MD)
NC
01/04/2010 - 01/28/2020
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
NC
03/08/2007 - 01/04/2010
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
05/12/1998 - 02/27/2007
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NJ
02/26/1998 - 03/18/1998
HILLIARD FARBER & CO., INC. (JERSEY CITY NJ)
NY
02/26/1998 - 03/18/1998
HILLIARD FARBER SECURITIES CORP. (NEW YORK NY)
NY
07/05/1996 - 03/17/1998
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
10/11/1994 - 07/17/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
12/17/1992 - 10/18/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/06/1992 - 11/27/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/07/1992 - 06/08/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 04/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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