Paladin Research Report For:
Aleksandar Raskovic
WestPac Wealth Partners
About Aleksandar Raskovic
It is a privilege and an honor to serve the San Diego community as a financial advisor. I love what I do because I have an opportunity to help people like you improve your life and take care of your families and your employees. What's important to you is most important to me.
My wife, Hanna, and I have been married for 15 years, and we have two young children. We love spending time together at the beach, swimming in the ocean, traveling, hiking, dancing and meeting with our friends.
- Proud member of the Alzheimer's Association, Pedal the Cause, San Diego Regional Chamber of Commerce, Business Network International (BNI) and La Jolla Village Merchants Association.
- Undergraduate degree in international relations and business. Graduate degree in Master of Business Administration. Over 22 years of experience in finance.
We provide Personal Strategies like financial organization, multi-generational wealth transfer, future tax strategies, estate planning, savings rate optimization, insurance optimization, wealth management, accumulation, and distribution, debt restructuring and efficiency.
For Business Owners, we work on business exit planning coordination, tax strategies (present and future), tax efficiency (retirement plan optimization), business succession planning, buy-sell agreement and pension design & administration, to name a few.
I will help you create a strategy for a successful financial future for you and your family. Feel free to contact me at (619) 354-0609 for a no obligation and 100% confidential consultation to discuss your situation and options.
Sincerely yours,
Aleksandar
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0M94213. 2022-146170 Exp. 11/24
General Information
Firm Start Year
- 2007
No. of Employees
- 100-499
CRD#
- 6995589
Firm CRD#
- 46173
Insurance License#
- 0M94213
Name of Broker/Dealer
- Guardian / Park Avenue Securities
Name of Custodial Firm
- Bank of New York Mellon
Years of Experience in Financial Services
- 22
Number of Years with Current Firm
- 1
Work Experience
- - WestPac Wealth Partners - Financial Advisor
September 2022 - Present
- Edward Jones - Financial Advisor August 2018 - August 2022
- Guild Mortgage - Senior Manager October 2016 - December 2017
- Wells Fargo - AVP / Regional Portfolio Lending Manager September 2011 - July 2016
- Wells Fargo - Various Underwriter Roles March 2003 - September 2011
- American Summit Lending - Underwriter January 2002 - March 2003
- US Bank - Loss Prevention Officer January 2001 - January 2002
Work with the following types of clients
- Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
- English, Serbian, Bosnian, Macedonian, Russian
Advisory Services Provided
- Tax Advice and Services, Financial Advice & Consulting, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management
Compliance
Registered Representative
- Yes
Investment Advisor Representative
- Yes
Acknowledged fiduciary
- Yes
Compliance Disclosures in Last 5 years
- I have a clean record
Criminal Disclosures in Last 5 years
- I have a clean record
Qualifications & Membership
Securities Licenses
- Series 66, Series 7
Insurance and Annuity Licenses
- Variable Life, Disability, Long Term Care, Variable Annuity, Life, Annuity
Firm Information
Firm's Number of Clients
- 40,000
Assets Managed by Firm
- $2.5 Billion
Advisor's Number of Clients
- 105
Assets Managed by Advisor
- $45,000,000
Compensation and Fees
Fee Structure
- Fee-Based
Minimum Portfolio Size for New Managed Accounts
- $100,000
Compensation Methods
- Flat Fee, Based on Assets
Education
Master of Business Administration (MBA) -
Hamline University
09/2008 -09/2010
Disclosures
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0M94213. 2022-146170 Exp. 11/24
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1885446/paladinregistry-WestPac-Wealth-Partners-detailed-disclosure.html
Paladin Advisors