Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dejan? Claim Your ProfileDejan Dimitrijevic is a registered investment advisor representative with Capital Advisors, Inc., working out of their Tulsa, Oklahoma office. Dejan has been in the industry since 2001. He previously held positions with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, TD AMERITRADE, INC., and SCOTTRADE, INC. Dejan is registered in Oklahoma and Texas and holds Series 66, Series 63, Series 7, and Series 24 licenses. Dejan specializes in providing portfolio management services for individuals, businesses, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
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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2
OK
06/30/2023 - Present
Capital Advisors, Inc. (TULSA OK)
TX
03/11/2019 - 05/25/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Austin TX)
TX
02/26/2018 - 01/03/2019
TD AMERITRADE, INC. (ROUND ROCK TX)
TX
07/11/2001 - 02/26/2018
SCOTTRADE, INC. (ROUND ROCK TX)
BOTH
Issued 06/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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