Unclaimed
Goran Ljuljic is a financial advisor registered with Osaic Wealth, Inc. in Melville, New York. Goran has been in the financial industry since 1992. He is a Series 6 and Series 63 licensed professional. Goran previously worked for SIGNATOR INVESTORS, INC. and PRUCO SECURITIES CORPORATION. Goran's other business affiliations include Lighthouse Financial Network, LLC, and Toms Point Lane Corporation. He is a member of his coop's board of directors. Goran works with a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. He offers a variety of financial services, including investment advisory services, financial planning, pension consulting, and portfolio management.
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
NY
04/26/2021 - Present
Osaic Wealth, Inc. (MELVILLE NY)
NY
08/21/1997 - 11/02/2018
SIGNATOR INVESTORS, INC. (MELVILLE NY)
NJ
12/11/1992 - 08/13/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 09/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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