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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tomislav? Claim Your ProfileTomislav Loncar is an investment advisor representative with Andersen. Tomislav Loncar has been in the industry since April 2002. Tomislav Loncar is registered with the state of Florida. Tomislav Loncar specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and publication of periodicals. Tomislav Loncar is also the registered agent for several Florida LLCs that are residential rental properties.
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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FL
01/01/2025 - Present
Andersen (Tampa FL)
IA
Issued 11/05/2002
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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