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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dragan? Claim Your ProfileDragan Timotic is a financial advisor at Cerity Partners LLC and Cerity Partners Retirement Plan Advisors. Dragan Timotic has been in the industry since 1995 and has a strong track record of providing financial planning and investment management services. Dragan Timotic is a Chartered Financial Analyst and has a Series 7, Series 24 and Series 63. Dragan Timotic specializes in providing financial advice to high-net-worth individuals, families, and businesses. He is also experienced in providing retirement planning, tax planning, and estate planning services. Dragan Timotic has a strong commitment to providing clients with personalized and comprehensive financial advice.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
03/04/2022 - Present
Cerity Partners LLC (CHICAGO IL)
IL
07/08/2011 - 11/19/2012
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
CO
07/20/2009 - 05/03/2011
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CT
08/22/2007 - 05/18/2009
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
08/04/2003 - 03/24/2004
SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)
IL
12/20/1995 - 07/02/1998
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
WI
06/15/1995 - 09/20/1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
06/15/1995 - 09/20/1995
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
CO
08/19/1994 - 09/13/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 07/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2011
Series 24 - General Securities Principal Examination
BC
Issued 08/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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