AleksandarRaskovic- Financial Advisor San Diego, CA

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About Aleksandar Raskovic

Our WestPac teams consist of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you build financial confidence. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to meet your goals and objectives.

We offer both personal strategies and business owner strategies to our clients.

See Disclosures

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

Number of Years with Current Firm

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

Investment Advisor Representative

Acknowledged fiduciary

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

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

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Paladin Research Report For:

Aleksandar Raskovic

WestPac Wealth Partners