Unclaimed
Milic Zecevic is a financial advisor with LPL Financial LLC. Milic is a Certified Financial Planner and has been working in the financial services industry since 2016. Milic is licensed to provide investment advice in several states including Georgia, Texas and Florida. Milic has experience with a variety of clients, including individuals, corporations and institutions. Milic offers a range of financial planning services, including retirement planning, investment management and estate planning.
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.
Consulting and other non-discretionary advisory services
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.
1
2
GA
05/10/2024 - Present
LPL Financial LLC (ALPHARETTA GA)
GA
04/09/2019 - 07/12/2022
LPL FINANCIAL LLC (ATLANTA GA)
GA
02/08/2016 - 01/29/2019
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
BC
Issued 05/06/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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