Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robert Joksimovic is a financial professional with over 30 years of experience in the industry. Michael is currently registered with Cambridge Investment Research Advisors, Inc. and is located in Louisville, KY. Michael's previous experience includes time at MML Investors Services, LLC, MSI Financial Services, Inc., New England Securities and Equity Services, Inc. Michael is a licensed and registered advisor and holds Series 6, 7, 63 and SIE licenses. Michael specializes in working with individual investors and provides a wide range of financial services including financial planning, portfolio management, and investment 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KY
08/23/2017 - Present
Cambridge Investment Research Advisors, Inc. (Louisville KY)
KY
03/25/2017 - 07/27/2017
MML INVESTORS SERVICES, LLC (LOUISVILLE KY)
KY
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LOUISVILLE KY)
KY
02/20/1998 - 01/02/2015
NEW ENGLAND SECURITIES (LOUISVILLE KY)
VT
01/30/1987 - 02/17/1998
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 04/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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