Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Juras has been working in the financial industry since December 1988. David is a registered investment advisor representative with Cuso Financial Services, LP. David is currently licensed in 22 states and is also licensed in Indiana as an investment advisor representative. Prior to joining Cuso Financial Services, LP, David held positions at INVEST FINANCIAL CORPORATION, LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, B C FINANCIAL CORPORATION, and POWER SECURITIES CORPORATION. David has passed the Series 63, Series 65, Series 7, Series 24, and SIE exams. David is also a Chartered Financial Consultant.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
03/15/2012 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
IN
07/24/2002 - 02/16/2012
INVEST FINANCIAL CORPORATION (NEW HAVEN IN)
IN
02/26/1990 - 05/07/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/26/1990 - 05/07/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
04/04/1989 - 08/19/1989
B C FINANCIAL CORPORATION
NA
02/23/1988 - 02/28/1989
POWER SECURITIES CORPORATION
IA
Issued 08/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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