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David Daniel Dunstan

Citizens JMP Securities, LLC

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About David Daniel Dunstan

David Dunstan is a financial advisor with Citizens JMP Securities, LLC, working out of the Cleveland, OH office. David has been working in the financial industry since June 20, 1999, and has a strong track record of success. David is a highly qualified advisor who has passed several securities exams, including the Series 7, Series 24, Series 63, and Series 79TO. David is registered to sell securities in all 50 states. David is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

David Dunstan is currently registered with Citizens JMP Securities, LLC. Citizens JMP Securities, LLC, a Limited Liability Company, was formed in 2002 and is approved in all 50 states and the District of Columbia. The firm has received one SEC registration and 51 state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

238

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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David Dunstan’s Registration & Firm History

OH

08/01/2023 - Present

Citizens JMP Securities, LLC (Cleveland OH)

OH

05/15/2017 - 08/01/2023

CITIZENS CAPITAL MARKETS (Cleveland OH)

OH

04/07/2005 - 05/12/2017

WESTERN RESERVE PARTNERS LLC (CLEVELAND OH)

OH

09/18/1998 - 07/06/2004

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 10/05/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/17/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Daniel Dunstan.
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