Unclaimed
Danay Radovic is an investment advisor representative with Bull Harbor Capital LLC. Danay has been in the industry since 2017 and holds the Series 66, Series 7TO, and SIE licenses. Danay is registered in Maryland and South Carolina as an investment advisor representative. Prior to joining Bull Harbor Capital LLC, Danay worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Danay has experience working with high-net-worth individuals, corporations, and other businesses. Danay provides financial planning, pension consulting, and portfolio management services.
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.
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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MD
01/06/2025 - Present
Bull Harbor Capital LLC (BETHESDA MD)
GA
01/10/2019 - 01/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
BOTH
Issued 02/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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