Unclaimed
Edis Keserovic is a registered representative with Principal Securities, Inc. Edis has been in the securities industry for over 3 years. Edis is licensed to sell securities in the state of Iowa. Edis holds the Series 6TO and SIE licenses. Edis specializes in providing investment advice and financial planning. Edis primarily works with individuals, high net worth individuals, charitable organizations, corporations or other businesses, 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
IA
08/30/2019 - Present
Principal Securities, Inc. (DES MOINES IA)
BC
Issued 08/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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