Unclaimed
Ivan Luburic is a financial advisor with Stonex Advisors Inc. Ivan has been in the financial services industry since February 1994. He has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Ivan provides financial planning, portfolio management, and financial consulting services. He is licensed to sell securities in New York. Ivan holds the Series 7, 9, 10, 24, 55, 63, 66, and 99 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.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
1
2
AL
04/04/2022 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
NJ
09/30/2016 - 09/30/2020
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
11/18/2013 - 09/30/2016
E*TRADE CLEARING LLC (Jersey City NJ)
NY
01/04/2012 - 09/25/2013
COLUMBUS ADVISORY GROUP, LTD. (NEW YORK NY)
NY
04/06/2010 - 01/03/2012
AEGIS CAPITAL CORP. (NEW YORK NY)
NY
11/06/2008 - 12/11/2009
VISION SECURITIES INC. (PORT WASHINGTON NY)
NY
04/19/2006 - 03/27/2008
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
12/10/2002 - 07/22/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
12/10/2002 - 07/22/2005
BEAR, STEARNS SECURITIES CORP. (BROOKLYN NY)
NY
12/12/2001 - 09/05/2002
TSD TRADING, LLC (NEW YORK NY)
NY
04/17/2000 - 08/28/2002
CARLIN EQUITIES CORP. (NEW YORK NY)
NE
05/29/1992 - 03/31/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
11/25/1991 - 04/06/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 06/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/16/2001
Series 4 - Registered Options Principal Examination
BC
Issued 07/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 11/30/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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