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Carl Helge Josefsson

GT Securities, Inc.

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About Carl Helge Josefsson

Carl Josefsson is a financial advisor with GT Securities, Inc. Carl has been in the financial industry since 2001 and holds the Series 7, Series 24, Series 63 and Series 82TO licenses. Carl is registered in California and is currently active in the state. Carl's previous roles include positions at Cappello Capital Corp. and Enskilda Securities Inc.

Firm Information

Carl Josefsson is currently registered with GT Securities, Inc.. GT Securities, Inc. is a Corporation formed on December 6, 2001, registered with the SEC and in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

144

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Carl Josefsson’s Registration & Firm History

CA

03/25/2024 - Present

GT Securities, Inc. (LOS ANGELES CA)

CA

03/28/2007 - 03/25/2008

CAPPELLO CAPITAL CORP. (SANTA MONICA CA)

NY

07/20/2001 - 06/21/2005

ENSKILDA SECURITIES INC (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/27/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/25/2001

Series 24 - General Securities Principal Examination

BC

Issued 03/18/2024

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 04/27/2023

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carl Helge Josefsson.
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