Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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