Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dusan? Claim Your ProfileDusan Tabak is an investment advisor representative with J.P. Morgan Securities LLC. Dusan is registered with FINRA and has a license to sell securities. Dusan has been in the securities industry since 2018 and has worked for several firms, including Oppenheimer & Co. Inc. and Morgan Stanley. Dusan has a Series 7 and a Series 66 license and a SIE exam. Dusan is licensed in multiple states, including California, Connecticut, Florida, Illinois, Michigan, New Jersey, New York, North Carolina, Oregon, Texas, and Washington. Dusan specializes in investment management, financial planning and pension consulting. Dusan's firm, J.P. Morgan Securities LLC, is a large firm with over 262,000 clients and over $249 billion in assets under management. The firm offers a wide range of investment products and services, including portfolio management, financial planning, and pension consulting. J.P. Morgan Securities LLC is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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
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2
NY
07/06/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
05/04/2021 - 06/16/2023
OPPENHEIMER & CO. INC. (NEW YORK NY)
CT
05/30/2018 - 06/01/2021
MORGAN STANLEY (STAMFORD CT)
BOTH
Issued 06/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
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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