Unclaimed
Andrija Copic is a financial advisor at Edward Jones. Andrija has been in the industry since January 30, 2001. Andrija is licensed to sell securities in 33 states. Andrija holds the following licenses: Series 6, Series 7, Series 66, and the SIE exam. Andrija is also a registered representative of Edward Jones in Georgia and Texas. Andrija specializes in providing financial planning, portfolio management, and pension consulting services. Andrija is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
GA
08/28/2024 - Present
Edward Jones (POOLER GA)
WI
01/31/2001 - 04/04/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/31/2001 - 04/04/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 06/25/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/07/2024
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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