Unclaimed
Miodrag Spasojevic is an investment advisor representative with First Trust Advisors LP. Miodrag has been in the financial services industry since 2002 and has been registered with the Securities and Exchange Commission (SEC) since 2009. Miodrag is licensed to provide investment advice in Illinois. Miodrag specializes in providing investment advice to individuals, businesses, and investment companies. Miodrag has a strong track record of success in the financial services industry and is committed to providing his clients with the highest level of service and expertise.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
03/26/2009 - Present
First Trust Advisors LP (WHEATON IL)
IL
05/13/2003 - 06/07/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MI
02/22/2001 - 07/03/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 09/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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