Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Damora is an investment advisor representative at Onedigital Investment Advisors. William has been in the financial services industry since 1975. William is registered with the state of Massachusetts and New Jersey. William is a Certified Financial Planner and a Chartered Financial Consultant. William has experience with clients including individuals, high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, state or municipal government entities, banking or thrift institutions, and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
09/15/2022 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
NJ
10/20/1980 - 04/16/2012
AXA ADVISORS, LLC (PT. PLEASANT BEACH NJ)
OR
03/09/2012 - 03/09/2012
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
CT
05/01/2000 - 05/24/2006
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
NY
06/25/1975 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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