Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aleksandar? Claim Your ProfileAleksandar Matovski is a financial professional with over 19 years of experience in the financial services industry. Aleksandar is currently a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. Prior to joining Osaic Wealth, Inc., Aleksandar worked at Woodbury Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, and Wells Fargo Advisors, LLC. Aleksandar specializes in financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers. Aleksandar has a strong commitment to providing personalized financial advice to help clients 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
01/19/2024 - Present
Osaic Wealth, Inc. (TOTOWA NJ)
NJ
04/25/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HACKENSACK NJ)
NJ
06/12/2017 - 04/26/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLEN ROCK NJ)
NJ
09/01/2010 - 06/06/2017
MORGAN STANLEY (Paramus NJ)
NJ
08/08/2005 - 06/17/2010
WELLS FARGO ADVISORS, LLC (MORRIS PLAINS NJ)
MN
11/17/2003 - 02/25/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 08/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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