Unclaimed
Aldis Elezovic is a financial professional with over 5 years of experience in the industry. Aldis is currently registered with Fifth Third Securities, Inc. and is actively licensed in Illinois. Aldis previously worked at The Huntington Investment Company and J.P. Morgan Securities LLC. Aldis holds Series 63, 65, and 6TO licenses. Aldis specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
IL
04/12/2024 - Present
Fifth Third Securities, Inc. (SCHAUMBURG IL)
IL
07/03/2023 - 01/11/2024
THE HUNTINGTON INVESTMENT COMPANY (Chicago IL)
IL
11/01/2018 - 06/29/2022
J.P. MORGAN SECURITIES LLC (PARK RIDGE IL)
IA
Issued 4/4/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/1/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/8/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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