Unclaimed
Joshua Kyle Damron is a financial professional with over 7 years of experience in the industry. Joshua is currently registered with Ameriprise Financial Services, LLC in West Virginia. Previously, Joshua was registered with WesBanco Securities, Inc. in West Virginia, Truist Investment Services, Inc. in West Virginia, The Huntington Investment Company in West Virginia, Cambridge Investment Research, Inc. in West Virginia, Northwestern Mutual Investment Services, LLC in West Virginia and Fidelity Brokerage Services LLC in Kentucky.
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.
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2
WV
07/18/2024 - Present
Ameriprise Financial Services, LLC (Hurricane WV)
WV
09/28/2021 - 07/17/2024
WESBANCO SECURITIES, INC. (Charleston WV)
WV
07/14/2021 - 09/24/2021
TRUIST INVESTMENT SERVICES, INC. (CHARLESTON WV)
WV
02/10/2021 - 03/22/2021
THE HUNTINGTON INVESTMENT COMPANY (SOUTH CHARLESTON WV)
WV
01/15/2020 - 12/22/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (BARBOURSVILLE WV)
WV
05/30/2019 - 10/03/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BARBOURSVILLE WV)
KY
04/11/2016 - 02/06/2019
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 10/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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