AdFi
ZI

Zoran Ivan Lozo

Investment Adviser Representative at MISSIONSQUARE WEALTH MANAGEMENT

Woodland Hills, CACRD #2834005Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
States Registered
8 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Zoran Ivan Lozo has worked in the securities industry since 1997. They are registered to provide investment advisory services in California, District of Columbia, Florida, Minnesota, Nevada, North Dakota, Washington, and Wisconsin.

Registrations & licenses

Registration type
Dual-registered
Registered in 8 states
CaliforniaDistrict of ColumbiaFloridaMinnesotaNevadaNorth DakotaWashingtonWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/2/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 1/20/1997
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/24/1999
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/20/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Missionsquare Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MISSIONSQUARE WEALTH MANAGEMENTCurrent
2/27/2026Woodland Hills, CA
MISSIONSQUARE WEALTH MANAGEMENTCurrent
7/28/2015Woodland Hills, CA
MISSIONSQUARE RETIREMENT
7/28/20153/16/2026Woodland Hills, CA
FIRST BROKERAGE AMERICA, L.L.C.
3/6/20156/25/2015Woodland Hills, CA
LPL FINANCIAL LLC
11/26/20123/5/2015Woodland Hills, CA
CUSO FINANCIAL SERVICES, L.P.
9/28/201011/2/2012Westlake Village, CA
CUNA BROKERAGE SERVICES, INC.
3/30/20059/20/2010Chatsworth, CA
ESSEX NATIONAL SECURITIES, INC.
11/7/20033/4/2005Napa, CA
PRINCOR FINANCIAL SERVICES CORPORATION
5/13/20027/24/2003Glendale, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MISSIONSQUARE WEALTH MANAGEMENT

Showing 12 of 153 in the directory

View MISSIONSQUARE WEALTH MANAGEMENT firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zoran Ivan Lozo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Zoran Ivan Lozo - Financial Advisor in Woodland Hills, CA | AdvisorFinder