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Kristie Lynn Damore

W & S Brokerage Services, Inc.

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About Kristie Lynn Damore

Kristie Lynn Damore is a financial professional with experience in the financial services industry. Kristie is currently registered as a registered representative with W&S Brokerage Services, Inc. and is also an active investment advisor representative. Kristie has previously worked with PFS Investments Inc. as a financial professional. Kristie has passed the Series 63 and Series 65 exams as well as the Series 6TO and SIE exams.

Firm Information

Kristie Damore is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kristie Damore’s Registration & Firm History

MI

12/12/2022 - Present

W&S Brokerage Services, Inc. (Troy MI)

MI

08/04/2020 - 10/21/2020

PFS INVESTMENTS INC. (CLINTON TOWNSHIP MI)

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Licenses & Designations

IA

Issued 12/06/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/06/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristie Lynn Damore.
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