Unclaimed
Blagojce Kocovski is an investment advisor representative at Truist Advisory Services, Inc.. Blagojce has 12 years of experience in the financial services industry. Blagojce is registered with FINRA, the Securities and Exchange Commission and 40 states. Blagojce holds the following licenses: Series 6, Series 7, Series 9, Series 10, Series 63, and Series 66. Blagojce has previously worked for Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, USAA Financial Advisors, Inc. and T. Rowe Price Investment Services, Inc. Blagojce specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and other businesses. Blagojce's current firm, Truist Advisory Services, Inc., is a registered investment advisor with the Securities and Exchange Commission.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
03/22/2024 - Present
Truist Advisory Services, Inc. (ST PETERSBURG FL)
FL
11/20/2023 - 03/19/2024
MORGAN STANLEY (Tampa FL)
FL
11/12/2015 - 11/13/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
FL
07/24/2013 - 10/29/2015
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
10/10/2011 - 07/01/2013
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 11/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/08/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Blagojce Kocovski is the right advisor for you? Invested Better is here to help.