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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josip? Claim Your ProfileJosip Jurkovic is an Investment Advisor Representative at Plante Moran Financial Advisors. Josip has been in the industry since 2014 and has experience in the financial services industry. Josip holds a Series 65 license and is registered to provide investment advice in Michigan. Plante Moran Financial Advisors is a registered investment advisor with the Securities and Exchange Commission (SEC) and has offices in Michigan. The firm provides financial planning, portfolio management for businesses and individuals, and other advisory services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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MI
10/25/2022 - Present
Plante Moran Financial Advisors (Grand Rapids MI)
IA
Issued 10/24/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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