Unclaimed
Damon Krytzer is a financial professional with over 20 years of experience in the industry. Damon currently holds a Series 3, Series 6, Series 7, Series 63 and Series 65 licenses. Damon has been associated with Lument Securities, LLC since 2023. Prior to that, Damon was associated with a number of other firms including Probitas Funds Group, LLC, Highland Capital Funds Distributor, Inc., X-Change Financial Access, LLC, Oppenheimer & Co. Inc., UBS Financial Services Inc., Prudential Securities Incorporated, Summit Equities, Inc., and MDS Securities Incorporated.
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.
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.
1
2
NY
02/02/2023 - Present
Lument Securities, LLC (New York NY)
CA
07/17/2018 - 01/31/2023
PROBITAS FUNDS GROUP, LLC (SAN FRANCISCO CA)
TX
05/03/2017 - 06/29/2018
HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC. (DALLAS TX)
IL
08/03/2012 - 12/04/2013
X-CHANGE FINANCIAL ACCESS, LLC (CHICAGO IL)
CA
04/07/2006 - 11/15/2010
OPPENHEIMER & CO. INC. (SAN FRANCISCO CA)
NJ
03/23/2001 - 03/01/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
11/04/1997 - 03/26/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/28/1995 - 08/22/1997
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
IN
12/08/1994 - 03/28/1995
MDS SECURITIES INCORPORATED (CARMEL IN)
BC
Issued 06/22/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2000
Series 3 - National Commodity Futures Examination
BC
Issued 03/24/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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