Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Srbo? Claim Your ProfileSrbo Radisavljevic is a financial advisor with over 25 years of experience in the industry. Srbo is registered as a Registered Investment Advisor (RIA) in Illinois and has a Series 63, Series 65, Series 7, Series 9, and Series 10 licenses. Srbo has worked for several firms, including Fidelity Brokerage Services LLC, Principal Financial Securities, Inc., and KRD Wealth Management LLC. Currently, Srbo is employed by Aprio Wealth Management, LLC. Srbo provides various financial services including portfolio management, financial planning, pension consulting, and educational seminars. Srbo specializes in providing financial advice to individuals, corporations, and other businesses.
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.
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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GA
01/17/2025 - Present
Aprio Wealth Management, LLC (ATLANTA GA)
IL
05/08/1998 - 07/23/2008
FIDELITY BROKERAGE SERVICES LLC (HIGHLAND PARK IL)
TX
08/13/1997 - 04/28/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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