Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Srdjan? Claim Your ProfileSrdjan Nastasic is an Investment Advisor Representative registered in California and Texas. Srdjan has been in the financial industry since December 2019 and is currently employed by Augustus Wealth, LLC. Srdjan has been working with Augustus Wealth since February 2022. Their firm specializes in providing financial planning, pension consulting, and portfolio management services for both businesses and individuals. They have a focus on working with clients in California and Texas, particularly those in the Manhattan Beach area. Srdjan holds a Series 65 license and has a strong background in financial services.
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.
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.
Recurring/subscription fee
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CA
06/26/2023 - Present
Augustus Wealth, LLC (LONG BEACH CA)
IA
Issued 06/22/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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