Charles Damico is a registered investment advisor, based in Tampa, FL, with 24 years of industry experience.
Location
1715 N Westshore Blvd, Suite 260, Tampa, FL, 33607
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles handles auto-renewals of existing Oceanview fixed annuity policies, requiring minimal time. He also operates under the DBA Blessed Wealth, LLC for Cetera business.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
June 2023 - Present · 2 yrs 11 mos
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
MML Investors Services, LLC
March 2017 - June 2023 · 6 yrs 3 mos
MML Investors Services, LLCBroker
March 2017 - June 2023 · 6 yrs 3 mos
Msi Financial Services, INC.
November 2014 - March 2017 · 2 yrs 4 mos
Msi Financial Services, INC.Broker
May 2014 - March 2017 · 2 yrs 10 mos
Raymond James & Associates, INC.
January 2013 - July 2013 · 6 mos
Raymond James & Associates, INC.Broker
July 2010 - July 2013 · 3 yrs
Raymond James & Associates, INC.
July 2010 - January 2013 · 2 yrs 6 mos
Putnam Investment Management, LLC
October 2008 - December 2009 · 1 yr 2 mos
Putnam Retail Management Limited PartnershipBroker
July 2008 - December 2009 · 1 yr 5 mos
Franklin/templeton Distributors, INC.Broker
October 1999 - June 2008 · 8 yrs 8 mos
State Registrations14 states
ALAZCACOFLGAILINNCNEORSCTXWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.