Zoran I. Lozo
Professional summary
Zoran Ivan Lozo, CFP®, who also goes by Zoran I. Lozo, Zoran L Milanovic, Zoran Milanovic, Zoran Milanovich, is a registered financial advisor currently at MISSIONSQUARE WEALTH MANAGEMENT located in Murrieta, California.
Zoran is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Zoran has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Zoran Ivan Lozo's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 27, 2026 - Present
MISSIONSQUARE WEALTH MANAGEMENT
July 28, 2015 - Present
MISSIONSQUARE WEALTH MANAGEMENT
July 28, 2015 - March 16, 2026
MISSIONSQUARE RETIREMENT
March 6, 2015 - June 25, 2015
FIRST BROKERAGE AMERICA, L.L.C.
March 5, 2015 - June 25, 2015
FIRST BROKERAGE AMERICA, L.L.C.
November 26, 2012 - March 5, 2015
LPL FINANCIAL LLC
November 16, 2012 - March 5, 2015
LPL FINANCIAL LLC
September 28, 2010 - November 2, 2012
CUSO FINANCIAL SERVICES, L.P.
September 23, 2010 - November 2, 2012
CUSO FINANCIAL SERVICES, L.P.
March 30, 2005 - September 20, 2010
CUNA BROKERAGE SERVICES, INC.
March 30, 2005 - September 20, 2010
CUNA BROKERAGE SERVICES, INC.
November 7, 2003 - March 4, 2005
ESSEX NATIONAL SECURITIES, LLC
September 15, 2003 - March 4, 2005
ESSEX NATIONAL SECURITIES, LLC
July 31, 2003 - September 15, 2003
GATEWAY INVESTMENT SERVICES, INC.
May 13, 2002 - July 24, 2003
PRINCIPAL SECURITIES, INC.
May 13, 2002 - July 24, 2003
PRINCIPAL SECURITIES, INC.
October 31, 2001 - May 13, 2002
QUICK & REILLY, INC.
October 9, 2000 - October 26, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 21, 1997 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
January 21, 1997 - October 6, 2000
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/28/2015)
(2/27/2026)
(3/1/2023)
(6/19/2020)
(2/27/2026)
(8/7/2015)
(2/27/2026)
(2/27/2026)
(2/27/2026)
Exams
FINRA
Current Firm
MISSIONSQUARE WEALTH MANAGEMENT
CRD#: 23189 / SEC#: , 8-40268
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION D/B/A MISSIONSQUARE RETIREMENT | MEMBER/OWNER | |
| GANEY, PETER DAVIDSON | MANAGER | 2282691 |
| HOGENDORN, SHANNON DANIEL | CHIEF OPERATIONS OFFICER | 3221945 |
| HOGENDORN, SHANNON DANIEL | PRESIDENT & PRINCIPAL MANAGER | 3221945 |
| RICHARDS, CLIFF LAWRENCE | CHIEF COMPLIANCE OFFICER | 2974428 |
| WHITTY, RICHARD PATRICK | TREASURER/FINOP | 1988149 |
Disclosures
| Regulatory Event | 3 |
| Arbitration | 2 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
