Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katarina? Claim Your ProfileKatarina Milojevic is a financial advisor who has been in the industry since July 1, 2017. Currently, Katarina works as a Registered Representative at Citigroup Global Markets Inc. in Tampa, FL. Katarina's previous experience includes roles at Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and Franklin/Templeton Distributors, Inc. Katarina holds Series 7, Series 24, Series 31, Series 52TO, Series 53, Series 63 and Series 65 licenses. Katarina specializes in providing investment advice and financial planning for individuals, businesses, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
Asset allocation advice
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
FL
05/21/2021 - Present
Citigroup Global Markets Inc. (TAMPA FL)
FL
02/13/2018 - 02/26/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
02/13/2018 - 01/28/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
12/20/2016 - 08/14/2017
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
IA
Issued 09/07/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/14/2018
Series 24 - General Securities Principal Examination
BC
Issued 04/12/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 04/17/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Katarina Milojevic is the right advisor for you? Invested Better is here to help.
