Unclaimed
Robert Radovanic is a financial advisor in Clearwater, FL with over 23 years of experience in the financial services industry. Robert Radovanic has been registered with Ameriprise Financial Services, LLC since August 20, 2014. Prior to joining Ameriprise, Robert Radovanic was registered with several other firms, including Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., Amsouth Investment Services, Inc., Wachovia Securities, Inc., and First Union Brokerage Services, Inc. Robert Radovanic holds FINRA Series 6, 7, and 66 licenses. Robert Radovanic offers financial planning, asset allocation services, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
FL
08/20/2014 - Present
Ameriprise Financial Services, LLC (CLEARWATER FL)
FL
02/13/2013 - 07/02/2013
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (CLEARWATER FL)
FL
05/30/2003 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (CLEARWATER FL)
MO
10/01/2000 - 03/05/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
10/26/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 07/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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