Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ilija? Claim Your ProfileIlija Potkonjak is a financial advisor registered with LPL Financial LLC, where Ilija has been employed since April 2009. Ilija has been in the securities industry since September 1984. Ilija has licenses for both securities and investment advisory. In addition to the licenses, Ilija has several industry certifications. Ilija specializes in working with a variety of clients including corporations, individuals, pension and profit-sharing plans, charitable organizations, and other investment advisors.
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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2
WI
01/01/2025 - Present
LPL Financial LLC (WAUWATOSA WI)
WI
08/18/2005 - 04/24/2009
B. C. ZIEGLER AND COMPANY (MILWAUKEE WI)
NY
09/26/1984 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/04/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1990
Series 3 - National Commodity Futures Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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