Unclaimed
John Louis Csenge is a financial advisor with over 40 years of experience in the industry. John has a broad range of experience, having worked with firms such as FSC Securities Corporation, Corporate Securities Group, Inc., DMG Securities, Inc., F.N. Wolf & Co., Inc., Sherwood Capital, Inc., and First Jersey Securities, Inc. John is currently registered with Csenge Advisory Group, LLC and Lion Street Advisors, LLC, serving clients in several states. John is a Certified Financial Planner and holds several industry licenses. John's areas of expertise include financial planning, asset allocation, and portfolio management for individuals, businesses, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
1
2
FL
11/01/2000 - Present
Csenge Advisory Group, LLC (CLEARWATER FL)
FL
07/13/1998 - 07/31/2018
FSC SECURITIES CORPORATION (CLEARWATER FL)
MO
03/17/1997 - 07/20/1998
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
VA
07/12/1994 - 03/25/1997
DMG SECURITIES, INC. (GREAT FALLS VA)
NA
05/17/1988 - 07/21/1994
F.N. WOLF & CO., INC.
NA
02/02/1987 - 05/19/1988
SHERWOOD CAPITAL, INC.
NA
01/19/1980 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 01/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/27/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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