Unclaimed
Joshua David Rinkov is a financial advisor at Jefferies Investment Advisers LLC. Joshua has been in the securities industry for 24 years. Joshua is registered with FINRA as an Investment Advisor Representative and is licensed with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Joshua has also been a Limited Partner at Rinkov LP, an investment firm. Joshua is also registered to provide advisory services to corporations, individuals and individuals other than high-net worth, pension and profit sharing plans, and other investment advisors.
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.
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.
1
2
NY
05/31/2023 - Present
Jefferies Investment Advisers LLC (NEW YORK NY)
IL
09/15/2008 - 12/19/2013
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
IL
06/06/2003 - 10/02/2008
LEHMAN BROTHERS INC. (CHICAGO IL)
NY
01/03/2003 - 06/16/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
01/21/1999 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
12/16/1998 - 01/29/1999
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 03/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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