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Ivan Luburic

Stonex Advisors Inc.

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About Ivan Luburic

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.

Firm Information

Ivan Luburic is currently registered with Stonex Advisors Inc.. Stonex Advisors Inc. is a Registered Investment Advisor (RIA) based in Birmingham, Alabama with a strong national presence. They provide financial planning and consulting services to individuals, businesses, and charitable organizations. Stonex manages over $4.5 billion in assets, with a dedicated team of over 200 licensed agents, investment advisor representatives, and registered representatives.
Stonex Advisors Inc.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$4.52B

Assets Under Management

48

Total Clients

241

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting services

Financial consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ivan Luburic’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Ivan Luburic.
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