Unclaimed
Bojana Grujicic is an investment advisor representative at UBS Financial Services Inc. in Las Vegas, NV. Bojana has been working in the financial industry since July 2017. She has experience with Ameriprise Financial Services, Inc. and Wells Fargo. Bojana is licensed in several states and holds Series 7, 63 and 65 licenses. She is registered with FINRA and the state of Nevada. Bojana specializes in providing financial advice to individuals, businesses, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NV
06/12/2023 - Present
UBS Financial Services Inc. (LAS VEGAS NV)
NV
07/19/2017 - 02/12/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Las Vegas NV)
IA
Issued 09/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bojana Grujicic is the right advisor for you? Invested Better is here to help.