Unclaimed
Mira Dragisic is a financial advisor with Wells Fargo Clearing Services, LLC. Mira has been in the financial industry since 2014 and has a wide range of experience. Mira has extensive experience in advising individuals, businesses, and institutions. Mira holds Series 6, 7, 63, and 66 licenses. Mira has previously worked with Northwestern Mutual Investment Services, LLC, J.P. Morgan Securities LLC, and Thrivent Investment Management Inc.
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.
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.
Investment consulting services to institutional clients
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
IL
12/06/2022 - Present
Wells Fargo Clearing Services, LLC (ELMHURST IL)
IL
06/29/2020 - 08/05/2020
THRIVENT INVESTMENT MANAGEMENT INC. (DOWNERS GROVE IL)
IL
05/22/2019 - 06/17/2020
J.P. MORGAN SECURITIES LLC (OAK PARK IL)
WI
07/05/2016 - 02/07/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
IL
10/24/2013 - 01/12/2016
MORGAN STANLEY (CHICAGO IL)
IL
02/12/2003 - 09/10/2003
GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)
NA
12/07/1989 - 03/21/1990
INVESTMENT NETWORK, INC.
BOTH
Issued 11/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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