![Aleksandar Jakovljevic, financial advisor Honolulu HI](/img/ws/profile-blank-sq.png)
Aleksandar Jakovljevic (CRD# 5157705) is an Investment Advisor Representative working at Park Avenue Securities LLC in Honolulu, HI and has over 15 years of experience in the finance industry.
![Nicholas Abbott, financial advisor Honolulu HI](/img/ws/profile-blank-sq.png)
CRD# 4818301
Mission Financial Group, LLC
![Chad Adams, financial advisor Honolulu HI](/img/ws/profile-blank-sq.png)
CRD# 3199222
Ameriprise Financial Services, LLC
![Steve Adams, financial advisor Honolulu HI](/img/ws/profile-blank-sq.png)
CRD# 1916417
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance Company | San Diego, CA | Oct 2021 - Current | 2 |
Park Avenue Securities | San Diego, CA | Oct 2021 - Current | 2 |
Park Avenue Securities | Honolulu, HI | Feb 2009 - Current | 15 |
Guardian Life Insurance Company Of America | Honolulu, HI | Feb 2009 - Current | 15 |
Guardian Life Insurance Company | Encino, CA | Jun 2020 - Feb 2022 | 1 |
Park Avenue Securities | Encino, CA | Jun 2020 - Feb 2022 | 1 |
Guardian Life Insurance Company | La Jolla, CA | Oct 2017 - Oct 2021 | 4 |
Park Avenue Securities | La Jolla, CA | Oct 2017 - Oct 2021 | 4 |
Guardian Life Insurance | Beverly Hills, CA | Aug 2019 - Jun 2020 | < 1 |
Park Avenue Securities | Beverly Hills, CA | Aug 2019 - Jun 2020 | < 1 |
Guardian Life Insurance | San Diego, CA | Aug 2017 - Oct 2017 | < 1 |
Park Avenue Securties | San Diego, CA | Aug 2017 - Oct 2017 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- AL
- CA
- CO
- DE
- DC
- FL
- HI
- IL
- MD
- MI
- MT
- NE
- NV
- NJ
- NY
- NC
- OH
- OK
- OR
- PA
- TX
- UT
- VA
- WA
- WI
- WY
-
Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
-
Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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