Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Csuma is an active Registered Representative and Investment Advisor Representative, registered with J.P. Morgan Securities LLC. Dan has been working in the financial services industry since 2001. Dan holds a Series 6, 7, 63, 66, and SIE. Dan has had previous registrations with MetLife Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, G-2 Trading, LLC, Metzler Securities GmbH, Arnhold and S. Bleichroeder, Inc., and Metropolitan Life Insurance Company. Dan is registered in 21 states and has specialized in Retirement Planning, College Savings Plans, 529 Plans, Annuities, and Mutual Funds.
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
NJ
05/17/2017 - Present
J.p. Morgan Securities LLC (SUMMIT NJ)
NJ
05/31/2013 - 06/25/2014
METLIFE SECURITIES INC. (PARAMUS NJ)
NJ
10/04/2010 - 06/03/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE NJ)
NY
09/01/2006 - 09/16/2010
G-2 TRADING,LLC (NEW YORK NY)
NA
02/01/2002 - 07/05/2002
METZLER SECURITIES GMBH (FRANKFURT AM MAIN )
NA
11/02/2001 - 01/15/2002
METZLER SECURITIES GMBH (FRANKFURT AM MAIN )
NA
08/14/1990 - 10/08/1994
ARNHOLD AND S. BLEICHROEDER, INC.
NA
09/21/1989 - 07/27/1990
METLIFE SECURITIES INC.
NA
09/21/1989 - 07/27/1990
METROPOLITAN LIFE INSURANCE COMPANY
BOTH
Issued 11/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/1/2001
Series 7 - General Securities Representative Examination
BC
Issued 9/18/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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