Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elvis? Claim Your ProfileElvis Grgurovic is a financial advisor with LPL Financial LLC, based in New York, NY. Elvis has been in the financial services industry since 2009. Elvis has a Series 63 license and Series 7 and SIE registrations. Elvis's previous experience includes work with CREDIT AGRICOLE SECURITIES (USA) INC.. LPL Financial LLC is a Registered Investment Adviser (RIA) firm that offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. LPL Financial LLC's client base is a mix of individual investors, high net worth individuals, corporations, and institutions.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
06/05/2019 - Present
LPL Financial LLC (NEW YORK NY)
NY
04/29/2009 - 06/27/2017
CREDIT AGRICOLE SECURITIES (USA) INC. (NEW YORK NY)
BC
Issued 04/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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