Unclaimed
Julian Theodore Krukowski is a securities professional with over 20 years of experience in the industry. Julian currently holds a Series 7, Series 24, Series 4, Series 63, Series 87, Series 99TO, and Series 14 licenses. Julian is a registered representative at Berkshire Global Advisors LP. Julian has a strong track record of success in the financial services industry and has a deep understanding of the markets. Julian is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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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2
NY
01/30/2024 - Present
Berkshire Global Advisors LP (NEW YORK NY)
CA
11/11/2021 - 12/01/2023
UPSTOX USA INC. (PASADENA CA)
NJ
08/09/2017 - 11/30/2023
GLOBAL SHARES FINANCIAL SERVICES INC. (JERSEY CITY NJ)
NY
03/26/2021 - 06/26/2023
Z-SQUARED SECURITIES, LLC (NEW YORK NY)
NY
06/10/2019 - 08/11/2022
HUATAI SECURITIES (USA), INC. (NEW YORK NY)
NY
05/15/2018 - 01/17/2019
WILLIS SECURITIES, INC. (NEW YORK NY)
NY
06/16/2016 - 01/23/2018
NORTH SEA SECURITIES L.P. (New York NY)
NY
05/01/2015 - 06/30/2017
TORINO CAPITAL LLC (NEW YORK NY)
NY
10/27/2015 - 10/25/2016
DIRECT MATCH (New York NY)
NY
12/16/2015 - 03/28/2016
O'NEIL SECURITIES, INCORPORATED (NEW YORK NY)
NY
11/04/2013 - 01/28/2015
DOMINICK & DOMINICK LLC (NEW YORK NY)
NY
08/18/2010 - 04/10/2013
THE BENCHMARK COMPANY, LLC (NEW YORK NY)
NY
07/25/2003 - 02/12/2010
PALI CAPITAL, INC. (NEW YORK NY)
NY
09/15/2006 - 12/26/2008
PELION SECURITIES CORP. (NEW YORK NY)
NY
07/18/2000 - 01/17/2003
EWEALTH SECURITIES, INC. (WHITE PLAINS NY)
PA
05/24/1999 - 12/23/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
CO
06/26/1998 - 11/02/1998
PATTERSON TRAVIS, INC. (ENGLEWOOD CO)
BC
Issued 07/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 03/18/2011
Series 4 - Registered Options Principal Examination
BC
Issued 06/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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