Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Damiani is a financial advisor with Raymond James Financial Services Advisors, INC. Steven is a registered representative with FINRA and has been in the industry since 1990. Steven is currently registered with the state of Texas. Steven has a wide range of experience working with both individuals and businesses. Steven is also a Vice President at Security Service Federal Credit Union and is an Associate with Security Service Investment Group.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
07/06/2018 - Present
Raymond James Financial Services Advisors, Inc. (San Antonio TX)
CA
02/06/2018 - 06/15/2018
EMERSON EQUITY LLC (SAN MATEO CA)
TX
10/30/2013 - 11/13/2015
INFINEX INVESTMENTS, INC. (San Antonio TX)
TX
02/05/2008 - 10/21/2013
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
MA
06/14/2006 - 01/24/2008
LPL FINANCIAL CORPORATION (ROCKLAND MA)
NY
07/18/2005 - 03/10/2006
IFMG SECURITIES, INC. (PURCHASE NY)
SC
02/04/2004 - 04/20/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
09/09/2003 - 02/09/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
SC
01/03/2001 - 08/26/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
WI
02/17/2000 - 12/31/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
MN
07/11/1994 - 06/01/1999
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
NY
12/21/1989 - 06/21/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
12/07/1988 - 11/27/1989
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
05/20/1988 - 12/09/1988
J. T. MORAN & CO., INC.
NA
03/23/1988 - 05/23/1988
SHERWOOD CAPITAL, INC.
BC
Issued 7/3/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 8/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/5/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 3/8/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/9/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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