Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bojanic is a financial advisor with LPL Financial LLC, located in Troy, MI. David has been in the financial industry since 1998 and has a wide range of experience, specializing in portfolio management for individuals and businesses, as well as financial planning and pension consulting. David has been registered with LPL Financial LLC since 2023. Prior to that, David was registered with FSC Securities Corporation from 1998 to 2023.
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.
Consulting and other non-discretionary advisory services
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.
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MI
01/01/2025 - Present
LPL Financial LLC (TROY MI)
MI
09/29/1998 - 07/05/2023
FSC SECURITIES CORPORATION (TROY MI)
BOTH
Issued 08/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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