Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marko? Claim Your ProfileMarko Zivic is a Registered Representative and Investment Advisor Representative with Park Avenue Securities LLC. Marko is licensed to provide investment advice in 36 states and the District of Columbia. Marko's primary office is located in Carlsbad, California, and Marko has been in the financial services industry for over 10 years. Before joining Park Avenue Securities, Marko worked as a Registered Representative for Altegris Investments, LLC in La Jolla, California.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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CA
09/03/2024 - Present
Park Avenue Securities LLC (CARLSBAD CA)
CA
09/26/2013 - 07/30/2015
ALTEGRIS INVESTMENTS, LLC (LA JOLLA CA)
BOTH
Issued 09/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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