Unclaimed
Christopher Dauch is a financial professional with over 15 years of experience in the industry. Christopher currently works at J.P. Morgan Securities LLC, where has been registered since 2012. Previously, Christopher worked at CHASE INVESTMENT SERVICES CORP. for over 5 years. Christopher holds FINRA Series 6, SIE and Series 63 licenses and is currently registered with the state regulators of California, Connecticut, Florida, New Jersey and New York. Christopher is a specialist in providing financial planning, portfolio management for businesses and individuals and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (MASSAPEQUA NY)
NY
06/06/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BAY SHORE NY)
BC
Issued 06/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Dauch is the right advisor for you? Invested Better is here to help.