Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luka? Claim Your ProfileLuka Pavlina is a financial advisor registered with NWF Advisory Services Inc. Luka has been in the financial services industry since June 2006 and holds a Series 7, 6, 63 and 66 licenses, as well as the SIE exam. Luka is a Certified Financial Planner and provides financial planning, portfolio management and pension consulting services to individuals and businesses. Luka is currently registered with the state of California and has a total of 15 active state registrations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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2
CA
10/04/2016 - Present
NWF Advisory Services Inc. (Kingsburg CA)
CA
06/30/2006 - 02/08/2012
FIRST INVESTORS CORPORATION (SAN JOSE CA)
BOTH
Issued 03/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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