Lidija Gjorgjievska (CRD# 6235875) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Chicago, IL and has over 10 years of experience in the finance industry. Lidija Gjorgjievska has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Schwab Private Client Investment Advisory, Inc. | Chicago, IL | Mar 2021 - Current | 3 |
Charles Schwab & Company, Inc. | Schaumburg, IL | Jan 2018 - Current | 6 |
Charles Schwab Bank | Schaumburg, IL | Jan 2018 - Mar 2021 | 3 |
Td Ameritrade, Inc. | Chicago, IL | Aug 2014 - Jan 2018 | 3 |
Corepower Yoga | Chicago, IL | Apr 2015 - Apr 2017 | 2 |
Northwestern Mutual Investment Services, LLC | Chicago, IL | Aug 2013 - Aug 2014 | 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Aug 2013 - Aug 2014 | 1 |
Brinker International | Chicago, IL | May 2014 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- IL
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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