Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josef? Claim Your ProfileJosef Runes Najar is an investment advisor representative with Rockefeller Financial LLC. Josef has been in the industry since 2007. Josef is registered with the state of New York. Prior to joining Rockefeller Financial LLC, Josef was employed by CREDIT SUISSE SECURITIES (USA) LLC, BARCLAYS CAPITAL INC., LEHMAN BROTHERS INC., and GOLDMAN, SACHS & CO. Josef is licensed to sell securities and commodities. Josef specializes in providing financial planning, pension consulting, and portfolio management services to 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.
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.
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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2
NY
10/14/2024 - Present
Rockefeller Financial LLC (New York NY)
NY
12/07/2011 - 12/07/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
09/22/2008 - 12/22/2011
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
07/17/2007 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/22/2007 - 08/01/2007
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 10/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2010
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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