Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Damico is a financial advisor with LPL Financial LLC, a firm with over $463 Billion in assets under management. Theresa has been working in the financial services industry since 2000. She has experience in a variety of roles, including working with clients in different industries. Her current office is located in Patchogue, NY, and she is licensed to practice in several states. Theresa specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and investment advice.
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
08/03/2021 - Present
LPL Financial LLC (PATCHOGUE NY)
NY
08/10/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (PORT JEFFERSON NY)
NY
04/13/2011 - 08/10/2011
UVEST FINANCIAL SERVICES GROUP, INC. (FARMINGDALE NY)
NY
09/15/2010 - 02/07/2011
EDWARD JONES (CENTEREACH NY)
NY
12/11/2009 - 09/10/2010
PRUCO SECURITIES, LLC. (UNIONDALE NY)
NY
08/20/2009 - 12/03/2009
UVEST FINANCIAL SERVICES GROUP, INC. (BETHPAGE NY)
NY
05/11/2006 - 08/20/2009
CUNA BROKERAGE SERVICES, INC. (FARMINGVILLE NY)
NY
03/21/2006 - 05/05/2006
CHASE INVESTMENT SERVICES CORP. (HAPPAUGE NY)
MA
10/21/2005 - 03/22/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/21/2005 - 03/22/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
10/15/2003 - 10/10/2005
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MA
08/07/2000 - 10/03/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/07/2000 - 10/03/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 09/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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