Kristie
Damore

W&S Brokerage Services, Inc

CRD#7276150
Investment Advisor
in Troy, MI

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About this Advisor

Kristie Damore is a financial advisor based in Troy, Michigan, working with W&S Brokerage Services, Inc. Kristie has previously held positions at Pfs Investments Inc, Primerica Financial Services, Vera Bradley, Starbucks, Papa Joes Gourmet Catering, Crabtree & Evelyn, Yankee Candle, New York & Company, Western & Southern Life, W&S Brokerage, Primerica, Papa Joes Market, Grace College, and New York And Company. Kristie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana and Michigan. Currently, Kristie is part of W&S Brokerage Services, Inc, which operates out of Troy, Michigan. The firm has 57 offices and 85 employees. The firm manages assets totaling $122.9 million. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at W&S Brokerage Services, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Northfield Plaza 5700 Crooks Road, Suite 350
Troy, MI 48098

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W&S Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$122,864,622

MI Average: $2,106,341,625
Total Number of Employees

85

MI Average: 34
Total Number of Accounts

451

MI Average: 1,972
Average Account Size

$272,427

MI Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kristie Damore Work History

2020 - Present (4 years)

Pfs Investments Inc

2020 - Present (4 years)

Western & Southern Life

2020 - Present (4 years)

W&S Brokerage

2019 - Present (5 years)

Primerica Financial Services

2019 - Present (5 years)

Vera Bradley

2019 - 2020 (1 year)

Vera Bradley

2019 - 2020 (1 year)

Primerica

2018 - 2019 (1 year)

Starbucks

2018 - 2018 (< 1 year)

Papa Joes Gourment Catering

2018 - 2019 (1 year)

Starbucks

2018 - 2018 (< 1 year)

Papa Joes Market

2017 - 2018 (1 year)

Crabtree & Evelyn

2017 - 2017 (< 1 year)

Yankee Candle

2016 - 2018 (2 years)

Crabtree & Evelyn

2016 - 2016 (< 1 year)

Yankee Candle

2014 - 2017 (3 years)

Grace College

2013 - 2017 (4 years)

New York& Company

2013 - 2016 (3 years)

New York And Company

Disclosures

Please visit the SEC profile of Kristie Damore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at W&S Brokerage Services, Inc

Jonathan Levine
Indianapolis, IN
Remington Taylor
Cincinnati, OH
Jeffry Risser
Findlay, OH
Poh Wah Kenney Yiow
Roanoke, TX
Jared Bovinet
Greenville, SC
Dwayne Daniels
Loveland, OH
David Adamson
Orland Park, IL
Cindy Tsai
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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