Unclaimed
Dimitar Mushkov is a financial advisor registered with Cetera Investment Advisers LLC. Dimitar has been in the industry since 2009 and has a diverse background with previous experience at Edward Jones, MetLife Securities Inc., PURSHE KAPLAN STERLING INVESTMENTS, SAXONY SECURITIES, INC., LPL FINANCIAL LLC, and PNC INVESTMENTS. Dimitar holds the Series 7 and Series 66 licenses and is registered in Missouri, Texas, Illinois, Michigan, Kansas, Georgia, Florida, and California. Dimitar provides financial planning, pension consulting, and portfolio management services to individuals, businesses, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
1
2
MO
04/18/2024 - Present
Cetera Investment Advisers LLC (UNIVERSITY CITY MO)
MO
09/13/2016 - 05/03/2017
PNC INVESTMENTS (ST. LOUIS MO)
MO
05/11/2015 - 09/08/2016
LPL FINANCIAL LLC (TOWN & COUNTRY MO)
MO
12/03/2014 - 04/23/2015
SAXONY SECURITIES, INC. (St. Louis MO)
MO
01/17/2014 - 12/05/2014
PURSHE KAPLAN STERLING INVESTMENTS (ST. LOUIS MO)
MO
07/11/2011 - 01/23/2014
METLIFE SECURITIES INC. (ST. LOUIS MO)
MO
09/21/2009 - 05/06/2010
EDWARD JONES (OLIVETTE MO)
BOTH
Issued 10/2/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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