Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Goran? Claim Your ProfileGoran Kociski is a financial advisor with over 17 years of experience in the industry. Goran currently works at Wells Fargo Clearing Services, LLC and has been registered with the firm since November 2016. Goran has a broad range of experience and is licensed to offer investment advice in several states, including Florida, Texas, Arizona, Colorado, Connecticut, Georgia, Michigan, Missouri, North Carolina, Ohio, Pennsylvania, Virginia, and Washington. Goran has also worked with PNC Investments and Wachovia Securities, LLC, and has held various professional certifications such as Series 6, 7, 63, and 65 licenses.
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.
Investment consulting services to institutional clients
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.
1
2
FL
05/09/2019 - Present
Wells Fargo Clearing Services, LLC (ENGLEWOOD FL)
FL
01/16/2007 - 09/09/2015
PNC INVESTMENTS (SUN CITY CENTER FL)
NJ
07/25/2006 - 11/20/2006
WACHOVIA SECURITIES, LLC (SUMMIT NJ)
IA
Issued 04/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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