Josef Cura

QUALIFIED PLANNING

Seal Beach, CA

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CRD#: 6456697

Professional summary

Josef Cura is a registered financial advisor currently at QUALIFIED PLANNING located in Seal Beach, California.

Josef is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Josef has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Insurance; Dunhill Marketing and Insurance, San Diego, CA; Insurance Agent; 05/2017; 40hrs/month; 40hrs/month during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Josef Cura's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 18, 2019 - Present

QUALIFIED PLANNING

RIA

CRD#: 304788

Seal Beach, CA

Past

August 3, 2017 - December 11, 2019

QUALIFIED PLANNING

RIA

CRD#: 152546

Seal Beach, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/18/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/3/2017

Uniform Investment Adviser Law Examination

Current Firm

QUALIFIED PLANNING

FREEDOM INSURANCE SOLUTIONS, INC. DBA J.R. FINANCIAL & INSURANCE SERVICES | STRATEGY SQUAD | QUALIFIED PLANNING | IRA SOLUTIONS, INC.

CRD#: 304788 / SEC#:

California

Registered Investment Advisory firm - (10/18/2019 Approved)

Pennsylvania

Registered Investment Advisory firm - (11/25/2019 Approved)

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Contact information

Main Address

2635 Camino Del Rio South Ste. 210, San Diego, CA 92108

Mailing Address

Phone number

(619) 309-4700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	153
AUM (Assets Under Management)	$ 36,013,116

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Josef Cura

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Josef Cura's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUALIFIED PLANNING

QUALIFIED PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 8/3/2017

Current Firm

QUALIFIED PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

QUALIFIED PLANNING

TRUST BUT VERIFY

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