Unclaimed
Jack Edward Radosevich is an Investment Advisor Representative at Latitude Advisors, LLC with over 20 years of experience in the industry. Jack is registered with the state of Florida and is licensed to provide investment advice in Alabama, Florida and Georgia. Jack's background includes experience as a CPA and supervisor, and he has also worked in accounting, tax and insurance. He holds a Series 63, 65, 7 and 3 license. Jack's primary areas of expertise include financial planning, pension consulting, portfolio management for individuals and selection of other advisors. Jack is committed to providing his clients with personalized investment advice that meets their individual needs and goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Third party referral fees
1
2
FL
11/20/2009 - Present
Latitude Advisors, LLC (LARGO FL)
FL
12/11/2002 - 11/16/2009
MEDALLION INVESTMENT SERVICES, INC. (LARGO FL)
NA
08/01/1983 - 10/12/1984
PRUDENTIAL-BACHE SECURITIES INC.
NA
01/19/1983 - 07/25/1983
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BC
Issued 12/23/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1984
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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