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Miodrag Spasojevic

First Trust Advisors LP

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About Miodrag Spasojevic

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.

Firm Information

Miodrag Spasojevic is currently registered with First Trust Advisors LP. First Trust Advisors LP is an investment advisor headquartered in Wheaton, Illinois, with over 210 billion in assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. They specialize in ETF development and management and offer a variety of investment strategies, including index tracking, active management, and alternative investments. First Trust Advisors LP also publishes periodicals and selects other advisors for its clients.
First Trust Advisors LP

120 E. LIBERTY DRIVE

WHEATON, IL 60187

$210.88B

Assets Under Management

Not reported

Total Clients

499

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fixed fees per unit (uits) for portfolio supervisory services

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Miodrag Spasojevic’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Miodrag Spasojevic.
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