Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Karar is a financial professional with over 10 years of experience in the industry. Joshua has a broad range of experience in the financial industry. Currently, Joshua is registered with Stifel, Nicolaus & Company, Inc. and is located in Dallas, Texas. Joshua has a Series 63, Series 50, Series 52TO, SIE, and Series 7 licenses. Prior to joining Stifel, Nicolaus & Company, Inc., Joshua was a representative for Fidelity Brokerage Services LLC in Westlake, Texas.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
11/24/2020 - Present
Stifel, Nicolaus & Company, Inc. (DALLAS TX)
TX
09/03/2012 - 09/26/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 12/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2021
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 11/24/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 11/03/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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