Unclaimed
Ivan Uskokovic is an investment advisor representative registered with Fifth Third Securities, Inc. Ivan has been in the industry since 2003. Ivan is licensed in Ohio. The advisor is registered with the following licenses: Series 6, Series 63, Series 65 and SIE. Ivan also has experience working with PNC Investments and Natcity Investments, Inc.
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.
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.
Sponsor wrap fee program
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.
1
2
OH
06/14/2017 - Present
Fifth Third Securities, Inc. (TWINSBURG OH)
OH
11/13/2009 - 05/05/2017
PNC INVESTMENTS (PARMA OH)
OH
12/13/2002 - 11/13/2009
NATCITY INVESTMENTS, INC. (GARFIELD HEIGHTS OH)
IA
Issued 11/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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