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Sergio Lojk

Epic Capital Securities

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About Sergio Lojk

Sergio Lojk is a financial advisor with Epic Capital Securities. Sergio has over 17 years of experience in the financial services industry. Sergio is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 3, 7, 7TO, and 66 licenses. Sergio's previous experience includes working at Wells Fargo Advisors, LLC in Buenos Aires.

Firm Information

Sergio Lojk is currently registered with Epic Capital Securities. Epic Capital Securities is a Corporation registered with the SEC and in 18 states. The firm was formed on November 29, 2012. They have reported 1 regulatory event.

Not reported

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Sergio Lojk’s Registration & Firm History

FL

04/28/2022 - Present

Epic Capital Securities (BOCA RATON FL)

NA

05/11/2005 - 04/30/2010

WELLS FARGO ADVISORS, LLC (BUENOS AIRES )

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Licenses & Designations

BOTH

Issued 03/28/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/27/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/08/2021

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/2005

Series 3 - National Commodity Futures Examination

BC

Issued 04/23/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sergio Lojk.
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