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Steven D
Series 66, Series 63
San Antonio, TX
Raymond James Financial
Steven Damiani is a financial advisor with Raymond James Financial Services Advisors, Inc. in San Antonio, TX, holding Series 66 and Series 63 credentials and bringing 36 years of industry experience. He serves as Vice President and Officer at Security Service Federal Credit Union, where he manages the credit union’s investment program. Prior to joining Raymond James, his experience includes roles at Emerson Equity LLC and SENSUS Wealth Management Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory work, with specialized programs like SIMPLE IRA Employer Advisory & Consulting Services.
Bruno M
Series 66
San Antonio, TX
Raymond James Financial
Bruno Montes De Oca is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has prior experience with Goldman & Peterson PLLC and Security Service Investment Group. His background also includes roles in education and the food service industry. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools to model potential outcomes and offers specialized advisory programs, including municipal and public-finance services.
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