Unclaimed
Djuro Vasic is a financial advisor with Osaic Wealth, Inc. Djuro has been in the financial services industry since December 5, 2004. Djuro has registrations in California, Illinois, and Indiana. Djuro provides financial planning, pension consulting, and portfolio management for individuals and businesses. Djuro is also a licensed insurance agent. In addition to his work with Osaic Wealth, Inc., Djuro is also a financial advisor with Private Client Advisors LLC.
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.
1
2
IN
01/24/2018 - Present
Osaic Wealth, Inc. (MERRILLVILLE IN)
IN
10/13/2014 - 07/12/2017
LPL FINANCIAL LLC (CROWN POINT IN)
IN
10/01/2012 - 10/27/2014
J.P. MORGAN SECURITIES LLC (MERRILLVILLE IN)
IN
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MERRILLVILLE IN)
IL
05/25/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 12/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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