Unclaimed
Robert Mitravich is a financial professional with over 17 years of experience in the industry. Robert is currently registered with Goldman Sachs & Co. LLC, a firm with a long history of providing investment services. Robert previously held positions at Mercer Allied Company, L.P. Robert's areas of expertise include financial planning, portfolio management, and educational seminars. Robert holds a Series 66 license from the state and Series 3, 7, and 57TO licenses from FINRA. Robert has a wide range of experience working with clients and helping them reach their financial goals. Robert is dedicated to providing exceptional service to clients, and he is committed to building long-lasting relationships.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
GA
08/18/2011 - Present
Goldman Sachs & Co. LLC (ATLANTA GA)
GA
11/07/2006 - 08/12/2011
MERCER ALLIED COMPANY, L.P. (ATLANTA GA)
GA
09/28/2005 - 11/03/2006
MERCER ALLIED COMPANY, L.P. (ATLANTA GA)
BOTH
Issued 10/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2018
Series 3 - National Commodity Futures Examination
BC
Issued 09/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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