Unclaimed
Dave Christensen is a financial advisor at J.P. Morgan Securities LLC. Dave has over 20 years of experience in the financial services industry. Dave holds the Series 6, 7, 63, and 66 securities licenses. Dave specializes in providing financial advice to individuals, families, and businesses. Dave is registered to offer securities and investment advisory services in Alabama, Arizona, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Maryland, Michigan, Mississippi, Montana, New Jersey, New York, North Carolina, Ohio, South Carolina, South Dakota, Tennessee, Texas, Virginia, and West Virginia. Dave is a member of the Heritage Nazarene Church in Circleville, Ohio.
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
OH
09/19/2013 - Present
J.p. Morgan Securities LLC (CIRCLEVILLE OH)
OH
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CIRCLEVILLE OH)
IL
06/20/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
05/28/2002 - 06/24/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
03/26/2001 - 05/15/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 06/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2001
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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