Unclaimed
Vladimir Sasic is a financial professional with over 17 years of experience in the industry. Vladimir is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT® and is currently registered with Park Avenue Securities LLC. Vladimir has a broad range of experience serving individuals, high-net-worth individuals, corporations and charitable organizations. Vladimir is also a General Agent with WestPac Wealth Partners LLC, where he has ownership in the firm.
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.
1
2
HI
01/02/2025 - Present
Park Avenue Securities LLC (HONOLULU HI)
IL
09/11/2009 - 01/28/2010
HORNOR, TOWNSEND & KENT, INC. (CHICAGO IL)
IL
11/02/2005 - 05/22/2009
SIGNATOR INVESTORS, INC. (ROSEMONT IL)
BOTH
Issued 06/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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