Unclaimed
Belma Mujdzic is a registered investment advisor representative who has been in the financial services industry since 2003. Belma Mujdzic is currently registered with Brokers International Financial Services, LLC. Belma Mujdzic has held previous positions with VOYA FINANCIAL ADVISORS, INC., DIRECTED SERVICES, INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC.. Belma Mujdzic has a wide range of experience in the financial services industry, including experience in portfolio management for individuals and investment companies. Belma Mujdzic also has experience in providing financial planning services, educational seminars, and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets managed by third-party advisor firms
1
2
IA
10/18/2017 - Present
Brokers International Financial Services, LLC (Urbandale IA)
IA
11/04/2005 - 10/09/2017
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
PA
02/17/2004 - 11/04/2005
DIRECTED SERVICES, INC. (WEST CHESTER PA)
MN
03/28/2003 - 12/15/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/28/2003 - 12/15/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 03/12/2007
Series 4 - Registered Options Principal Examination
BC
Issued 11/07/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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