Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josip? Claim Your ProfileJosip Pehar is an Investment Advisor Representative at Knights of Columbus Asset Advisors LLC. Josip is registered with the state of Missouri and has been in the industry since July 2023. He holds the Series 65 license and specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Josip is also a Reserve Command Master Chief in the U.S. Coast Guard Reserve.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
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CT
07/27/2023 - Present
Knights OF Columbus Asset Advisors LLC (NEW HAVEN CT)
IA
Issued 07/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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