Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mercurio is a financial advisor with J.P. Morgan Securities LLC. David has been in the financial services industry for over 20 years and is a Certified Financial Planner. David works with a variety of clients, including individuals, high-net-worth individuals, corporations, and trusts. David offers a wide range of financial services, including financial planning, portfolio management, and retirement planning. David was previously employed by Fidelity Brokerage Services LLC, Vanguard Marketing Corporation, LPL Financial LLC, and Money Concepts Capital Corp. David is registered with FINRA and holds Series 7, 63 and 66 licenses. David's office is located in Wheaton, Illinois.
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
IL
12/14/2023 - Present
J.p. Morgan Securities LLC (WHEATON IL)
TX
12/10/2021 - 11/30/2023
FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)
AZ
10/21/2020 - 12/07/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IL
11/22/2019 - 09/21/2020
LPL FINANCIAL LLC (ITASCA IL)
IL
09/09/2014 - 11/22/2019
MONEY CONCEPTS CAPITAL CORP (ITASCA IL)
IL
10/22/2013 - 08/20/2014
EDWARD JONES (OAK PARK IL)
IL
09/01/2005 - 01/22/2007
FIRST BROKERAGE AMERICA, L.L.C. (DES PLAINES IL)
NJ
05/01/2002 - 04/05/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
WA
08/24/2001 - 05/01/2002
HARRIS INVESTORLINE INC. (SEATTLE WA)
MO
06/26/2000 - 06/06/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
03/27/1997 - 06/29/2000
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2013
Series 7 - General Securities 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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