Unclaimed
Joshua Kurek is a financial professional with over 20 years of experience in the financial services industry. Joshua is currently registered with Clear Street LLC, and has previously held positions at BMO Capital Markets Corp., Nomura Securities International, Inc., Citigroup Global Markets Inc., and Barclays Capital Inc. Joshua holds Series 3, 4, 7, 24, 57TO, 63 and SIE licenses. Joshua is registered to provide securities and investment advisory services in all states and jurisdictions in the United States.
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.
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.
1
2
NY
01/17/2024 - Present
Clear Street LLC (NEW YORK NY)
NY
03/17/2022 - 01/22/2024
BMO CAPITAL MARKETS CORP. (New York NY)
NY
07/18/2018 - 02/03/2022
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
04/22/2016 - 07/06/2018
CITICORP SECURITIES SERVICES, INC. (NEW YORK NY)
NY
06/28/2010 - 07/06/2018
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/22/2008 - 03/25/2010
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
10/22/2001 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 10/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2019
Series 4 - Registered Options Principal Examination
BC
Issued 09/20/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/03/2020
Series 3 - National Commodity Futures Examination
BC
Issued 08/28/2019
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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