Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miro? Claim Your ProfileMiro Pasic is a financial advisor with over 23 years of experience in the industry. Miro is currently registered with Raymond James & Associates, Inc. and has a strong track record of success in providing investment advice to a wide range of clients, including individuals, businesses, and institutions. Miro has held previous roles with Morgan Stanley & Co. Incorporated and Morgan Stanley. Miro has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Miro's areas of expertise include investment management, financial planning, and retirement planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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
NY
06/30/2023 - Present
Raymond James & Associates, Inc. (NEW YORK NY)
NY
06/01/2009 - 12/14/2022
MORGAN STANLEY (New York NY)
NY
12/14/1998 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
BC
Issued 11/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 06/30/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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