Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dragi? Claim Your ProfileDragi Paunovski is a financial advisor with over 20 years of experience in the industry. Dragi is currently registered with B. Riley Wealth Advisors, Inc. in Florida and New Jersey. Previously, Dragi Paunovski has also worked with National Securities Corporation, Wunderlich Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and New York Global Securities, Inc. Dragi Paunovski is well-versed in a variety of financial services, including investment advisory services, financial planning, pension consulting, portfolio management, and educational seminars.
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.
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2
FL
04/23/2013 - Present
B. Riley Wealth Advisors, Inc. (ESTERO FL)
NJ
04/05/2013 - 07/22/2022
NATIONAL SECURITIES CORPORATION (MORRISTOWN NJ)
NJ
10/14/2011 - 04/09/2013
WUNDERLICH SECURITIES, INC. (MORRISTOWN NJ)
NJ
03/04/2010 - 10/19/2011
NATIONAL SECURITIES CORPORATION (MORRISTOWN NJ)
NJ
09/08/2005 - 01/26/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWARK NJ)
NY
09/30/2004 - 09/29/2005
NEW YORK GLOBAL SECURITIES, INC. (NEW YORK NY)
MA
11/13/2002 - 09/17/2004
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
GA
09/25/2002 - 11/12/2002
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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