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Josef Urbanski

Nylife Securities LLC

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About Josef Urbanski

Josef Urbanski is a financial advisor with Nylife Securities LLC. Josef holds the Series 7TO, Series 63 and SIE licenses. Josef has been in the financial services industry since 2020. Before joining Nylife Securities LLC, Josef was employed at TD Ameritrade, Inc.. Josef’s current office location is 5005 Lyndon B Johnson Freeway, SUITE 1600, DALLAS, TX 75244.

Firm Information

Josef Urbanski is currently registered with Nylife Securities LLC. Nylife Securities LLC is a Limited Liability Company formed in 2007, registered in 51 states and the SEC. The firm has been involved in 13 regulatory events and 7 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

4,464

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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Josef Urbanski’s Registration & Firm History

TX

08/06/2024 - Present

Nylife Securities LLC (DALLAS TX)

TX

06/12/2020 - 08/09/2022

TD AMERITRADE, INC. (Southlake TX)

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Licenses & Designations

BC

Issued 06/19/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/11/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/02/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Josef Urbanski.
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