Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dragan? Claim Your ProfileDragan Bogatic is a financial advisor registered with Ernst & Young Investment Advisers LLP. Dragan is a Certified Financial Planner and holds the Series 66, Series 63, Series 7, and SIE licenses. Dragan's background includes experience at UVEST FINANCIAL SERVICES GROUP, INC. and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Dragan is a Registered Investment Advisor in Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
TX
10/07/2021 - Present
Ernst & Young Investment Advisers LLP (Cypress TX)
NC
12/13/2002 - 06/08/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MN
07/25/2001 - 12/13/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/25/2001 - 12/13/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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