Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josef? Claim Your ProfileJosef Cura is an Investment Advisor Representative at Qualified Planning. Josef is registered in California. Josef holds the Series 65 license and is active in the industry. Josef has over 5 years of experience in the financial services industry and is committed to providing clients with personalized advice and exceptional service. Qualified Planning specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.
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.
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.
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CA
01/01/2025 - Present
Qualified Planning (SAN DIEGO CA)
IA
Issued 08/03/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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