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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonia? Claim Your ProfileAntonia Angela Lipovac is a registered investment advisor representative with Benefit Financial Services Group. Antonia has been in the financial services industry for several years and holds the Series 7TO, Series 66 and SIE licenses. Antonia is registered to provide investment advice in California. Antonia's previous work experience includes roles at Commonwealth Financial Network, Frank Deptola & Associates, LLC, Stratos Wealth Partners and Anaheim Family YMCA. Antonia's firm, Benefit Financial Services Group, is a registered investment advisor with offices in Irvine, California. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, families, businesses, and charitable organizations. The firm manages assets for approximately 77 clients.
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.
Credit and cash management solutions, insurance solutions
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.
A percentage of assets under consultation
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2
CA
04/22/2020 - Present
Benefit Financial Services Group (IRVINE CA)
CA
02/07/2019 - 12/31/2019
COMMONWEALTH FINANCIAL NETWORK (Anaheim CA)
BOTH
Issued 04/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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