Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dejan? Claim Your ProfileDejan Milev is a financial advisor with Ameriprise Financial Services, LLC. Dejan has been in the industry since 1999 and has experience with a variety of firms including J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Northwestern Mutual Investment Services, LLC. Dejan is registered as an investment advisor representative in Indiana and Texas. Dejan's specialties include asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
IN
12/06/2022 - Present
Ameriprise Financial Services, LLC (CROWN POINT IN)
IL
05/14/2018 - 08/22/2022
J.P. MORGAN SECURITIES LLC (Chicago IL)
IL
02/24/2016 - 05/15/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
10/01/2008 - 02/22/2016
J.P. MORGAN SECURITIES LLC (DEERFIELD IL)
IL
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
06/02/2006 - 07/01/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
01/24/2006 - 05/05/2006
ATLAS SECURITIES, INC. (NILES IL)
WI
05/09/2005 - 12/02/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
MN
07/28/1999 - 03/09/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/28/1999 - 03/09/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2007
Series 4 - Registered Options Principal Examination
BC
Issued 05/23/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/28/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dejan Milev is the right advisor for you? Invested Better is here to help.
