Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Goran? Claim Your ProfileGoran Tomic is an investment advisor representative who has been in the industry since 2010. Goran currently works for PNC Investments where they offer a range of investment services, including portfolio management for individuals and businesses. Goran has previously held roles with CUNA Brokerage Services, Inc., BMO Harris Financial Advisors, Inc., PNC Investments, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Harris Investor Services, Inc., NatCity Investments, Inc., Banc of America Investment Services, Inc., LaSalle Financial Services, Inc. and Banc One Securities Corporation.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
10/12/2018 - Present
PNC Investments (NORRIDGE IL)
IL
10/21/2016 - 08/01/2017
CUNA BROKERAGE SERVICES, INC. (Schaumburg IL)
IL
05/05/2015 - 10/14/2016
BMO HARRIS FINANCIAL ADVISORS, INC. (ORLAND PARK IL)
IL
01/29/2014 - 05/04/2015
PNC INVESTMENTS (CHICAGO IL)
IL
06/08/2012 - 01/23/2014
CITIGROUP GLOBAL MARKETS INC. (SKOKIE IL)
IL
07/11/2011 - 04/04/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
11/03/2010 - 06/21/2011
HARRIS INVESTOR SERVICES, INC. (CHICAGO IL)
IL
05/15/2009 - 09/30/2009
NATCITY INVESTMENTS, INC. (CHICAGO IL)
IL
10/24/2008 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
02/22/2008 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
06/14/2004 - 12/13/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 09/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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