Invested Better
Unclaimed

Unclaimed

Unclaimed

Julian Theodore Krukowski

Berkshire Global Advisors LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Julian? Claim Your Profile

About Julian Theodore Krukowski

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.

Firm Information

Julian Krukowski is currently registered with Berkshire Global Advisors LP. Berkshire Global Advisors LP is an investment advisor registered with the SEC and in 27 states. The firm was formed on August 1, 2018.

Not reported

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Julian Krukowski’s Registration & Firm History

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)

Not sure if Julian Theodore Krukowski is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julian Theodore Krukowski.
Not sure if Julian Theodore Krukowski is right for you?