Unclaimed
Milko Damjanovic is an investment advisor representative at Vanguard Advisers, Inc., located in Scottsdale, AZ. Milko has been in the financial services industry for over 7 years. Milko specializes in providing financial planning, portfolio management for individuals and businesses, as well as portfolio management for pooled investment vehicles. Milko is registered in Arizona and Texas, and has passed several exams including the Series 63, Series 65, and the SIE. Milko has previous experience with LPL Financial LLC, BBVA Securities Inc., BancWest Investment Services, Inc. and John Hancock Funds, LLC.
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.
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.
1
2
AZ
12/04/2020 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
09/16/2019 - 10/29/2020
BBVA SECURITIES INC. (PEORIA AZ)
AZ
07/02/2019 - 07/02/2019
BANCWEST INVESTMENT SERVICES, INC. (TEMPE AZ)
AZ
07/17/2018 - 03/05/2019
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
03/29/2018 - 04/27/2018
JOHN HANCOCK FUNDS, LLC (Tempe AZ)
AZ
09/16/2013 - 09/14/2016
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 08/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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