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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Boris? Claim Your ProfileBoris Dragan Desancic is a financial advisor with over 20 years of experience in the industry. Boris is currently registered with Clear Creek Financial Management, LLC in Silverdale, WA. Boris has a strong background in investment advisory services and holds a variety of licenses and certifications, including Series 6, 7, 24, 63 and 65. Prior to joining Clear Creek Financial Management, Boris was affiliated with Waddell & Reed, The Leaders Group, Inc., Ascend Financial Services, Inc., and BMA Financial Services, Inc.. Boris is dedicated to providing personalized financial advice and 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.
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.
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WA
09/20/2019 - Present
Clear Creek Financial Management, LLC (SILVERDALE WA)
WA
01/30/2001 - 04/25/2019
WADDELL & REED (BELLEVUE WA)
CO
09/08/2000 - 01/23/2001
THE LEADERS GROUP, INC. (LITTLETON CO)
MN
07/01/1997 - 08/23/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
MO
08/24/1995 - 06/17/1997
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 11/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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