Unclaimed
Michael Damon is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with Lincoln Investment and Capital Analysts. Michael has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Michael's experience includes working with John Hancock Mutual Life Insurance Company, Signator Investors, Inc. and Capital Analysts, Incorporated. Michael is committed to providing his clients with personalized financial advice and 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.
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.
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
MA
01/05/2021 - Present
Lincoln Investment (PEMBROKE MA)
MA
08/31/1999 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (MARSHFIELD MA)
MA
08/15/1996 - 07/26/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
08/15/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 11/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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