Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua David Krugman is a financial professional with over 15 years of experience in the financial services industry. Joshua is currently registered with Fidelity Brokerage Services LLC and has previously worked with Fidelity Investments Institutional Services Company, Inc., and BB&K Fund Services, Inc. Joshua is a Series 7, 24, and 66 licensed professional. He is also a Securities Industry Essentials (SIE) licensed professional.
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.
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RI
11/21/2016 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
03/13/2015 - 11/02/2016
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
07/29/2010 - 03/02/2015
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
CA
02/04/2002 - 03/23/2004
BB&K FUND SERVICES, INC. (FOSTER CITY CA)
BOTH
Issued 02/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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