Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Boris? Claim Your ProfileBoris Zrnic is a financial professional with over 8 years of experience in the industry. Boris is currently registered with Equitable Advisors, LLC and is actively working in the State of Washington. Boris has also held previous registrations with firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fidelity Brokerage Services LLC, Edward Jones and J.P. Morgan Securities LLC. Boris has experience working in different states, including Illinois, Texas, and Missouri. Boris offers a variety of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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WA
01/11/2024 - Present
Equitable Advisors, LLC (BELLEVUE WA)
IL
06/08/2022 - 09/12/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTMONT IL)
TX
07/06/2021 - 09/22/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IL
04/24/2020 - 04/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
11/09/2018 - 02/01/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
MO
04/03/2018 - 10/22/2018
EDWARD JONES (ST. LOUIS MO)
IL
02/12/2015 - 12/19/2017
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BOTH
Issued 07/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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