Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zoran? Claim Your ProfileZoran Lozo is a financial professional with over 25 years of experience in the industry. Zoran is currently a registered representative and investment advisor representative with Missionsquare Retirement. Zoran holds Series 6, 7, and 63 licenses as well as the SIE and Series 65 exams. Zoran has previously worked at several other financial institutions including First Brokerage America, LLC, LPL Financial LLC, CUSO Financial Services, LP, CUNA Brokerage Services, Inc, Essex National Securities, Inc, Gateway Investment Services, Inc, Princor Financial Services Corporation, Quick & Reilly, Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Zoran is a Certified Financial Planner.
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.
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.
A percentage of the total value of assets under management is charged.
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2
DC
08/07/2015 - Present
Missionsquare Retirement (WASHINGTON DC)
CA
03/05/2015 - 06/25/2015
FIRST BROKERAGE AMERICA, L.L.C. (Woodland Hills CA)
CA
11/16/2012 - 03/05/2015
LPL FINANCIAL LLC (WOODLAND HILLS CA)
CA
09/23/2010 - 11/02/2012
CUSO FINANCIAL SERVICES, L.P. (WESTLAKE VILLAGE CA)
CA
03/30/2005 - 09/20/2010
CUNA BROKERAGE SERVICES, INC. (CHATSWORTH CA)
CA
09/15/2003 - 03/04/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IL
07/31/2003 - 09/15/2003
GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)
IA
05/13/2002 - 07/24/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
10/31/2001 - 05/13/2002
QUICK & REILLY, INC. (NEW YORK NY)
NY
10/09/2000 - 10/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/21/1997 - 10/06/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/21/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
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