Unclaimed
Alexander Ponjavic is a financial advisor with J.P. Morgan Securities LLC. Alexander has been in the financial services industry for over six years. Alexander is registered with FINRA and holds Series 6 and Series 63 licenses. Alexander has experience working with high-net-worth individuals, corporations, and charitable organizations. Previously Alexander was with Northwestern Mutual Investment Services, LLC in Milwaukee, Wisconsin. Alexander specializes in providing financial planning, portfolio management, and investment advisory services. Alexander is committed to helping clients reach 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
FL
08/30/2024 - Present
J.p. Morgan Securities LLC (Naples FL)
FL
05/09/2023 - 09/20/2023
J.P. MORGAN SECURITIES LLC (VENICE FL)
NC
07/27/2016 - 12/06/2021
J.P. MORGAN SECURITIES LLC (Huntersville NC)
WI
08/13/2015 - 01/26/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 08/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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