Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damian? Claim Your ProfileDamian Humberto Defex is a financial professional with over 28 years of experience in the industry. Damian is currently registered with Atcap Partners, LLC in New York. Damian has a wide range of experience in the financial industry, including working for National Securities Corporation, Joseph Gunnar & Co. LLC, and First Asset Management, Inc. Damian holds several licenses and certifications, including Series 7, 24, 62, 63, 66, and SIE. Damian provides financial planning, educational seminars, market timing services, and portfolio management for individuals and businesses.
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.
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.
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.
Wrap fee based on percentage of assets under management
1
2
NY
07/22/2022 - Present
Atcap Partners, LLC (New Yok NY)
NY
06/18/2004 - 07/21/2022
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
10/26/1998 - 06/23/2004
JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)
NY
11/15/1994 - 08/28/1998
FIRST ASSET MANAGEMENT, INC. (GARDEN CITY NY)
NY
06/07/1994 - 11/08/1994
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
BOTH
Issued 03/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1993
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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