Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lidija? Claim Your ProfileLidija Gjorgjievska is a financial advisor who has been working in the industry since December 4, 2013. Lidija is currently registered with Schwab Wealth Advisory, Inc. Lidija previously worked at TD Ameritrade, Inc. and Northwestern Mutual Investment Services, LLC. Lidija has a Series 66 license, as well as a Series 7 license and the SIE exam. Lidija is a Certified Financial Planner. Lidija is registered to provide investment advice in 27 states.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IL
01/04/2022 - Present
Schwab Wealth Advisory, Inc. (Chicago IL)
IL
08/18/2014 - 01/18/2018
TD AMERITRADE, INC. (OAK BROOK IL)
IL
10/11/2013 - 08/04/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
BOTH
Issued 12/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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