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Milosh Cvetkovic

Shea & Company, LLC

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About Milosh Cvetkovic

Milosh Cvetkovic is a financial advisor registered with Shea & Company, LLC. Milosh joined the financial services industry in 2014 and has been with Shea & Company, LLC since then. Milosh holds the Series 63, Series 7 and SIE licenses. Milosh is licensed in California and Massachusetts.

Firm Information

Milosh Cvetkovic is currently registered with Shea & Company, LLC. Shea & Company, LLC is a Limited Liability Company formed on January 25, 2005. It is registered in California, Massachusetts, and New York. The firm has one approved SEC registration and three approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Milosh Cvetkovic’s Registration & Firm History

MA

01/10/2014 - Present

Shea & Company, LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 04/02/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Milosh Cvetkovic.
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