Unclaimed
David Robert Junker is a financial advisor who is currently registered with Fifth Third Securities, Inc. He is licensed to provide financial advice and sell securities in multiple states, including Ohio, California, Florida, Georgia, and Illinois. He has been providing financial advice since December 1989. David Robert Junker has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. His expertise includes financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
Sponsor wrap fee program
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.
1
2
OH
12/14/2010 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
OH
12/01/2001 - 12/10/2010
U.S. BANCORP INVESTMENTS, INC. (CINCINNATI OH)
NJ
05/31/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
IN
07/24/1995 - 05/31/2000
CONSECO SECURITIES, INC. (CARMEL IN)
NA
12/07/1989 - 06/30/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
NY
03/22/1988 - 01/24/1989
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
03/22/1988 - 01/24/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
04/10/1986 - 11/16/1987
COWEN & CO.
NA
08/21/1985 - 03/31/1986
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 9/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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