Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Cefkin is a financial advisor with Tradestation Securities, Inc. Joshua has been working in the financial services industry for over 10 years. Joshua is licensed to provide investment advice in all 50 states. Joshua has passed a number of securities exams including the Series 6, 7, 3, 31, 63, 66, 24, 27, 30, and the SIE. Joshua is also a licensed futures broker. Joshua’s previous experience includes positions with Morgan Stanley Smith Barney and Wachovia Securities, LLC.
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
FL
02/13/2012 - Present
Tradestation Securities, Inc. (PLANTATION FL)
FL
10/28/2009 - 10/08/2010
MORGAN STANLEY SMITH BARNEY (FT. LAUDERDALE FL)
MO
01/29/2003 - 09/18/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 11/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2021
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/17/2014
Series 30 - NFA Branch Manager Examination
BC
Issued 07/30/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2012
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 08/21/2012
Series 3 - National Commodity Futures Examination
BC
Issued 11/25/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/27/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2003
Series 6 - Investment Company Products/Variable Contracts 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
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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