Unclaimed
Sasa Prcic is a financial advisor with Citigroup Global Markets Inc. based in Tampa, Florida. Sasa has over 7 years of experience in the financial services industry. Sasa provides financial planning and investment advice to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Sasa is licensed to conduct business in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Previously Sasa was associated with Raymond James & Associates, Inc, Raymond James Financial Services, Inc, USAA Financial Advisors, Inc, and First Command Financial Planning, 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.
Asset allocation advice
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.
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2
FL
06/21/2021 - Present
Citigroup Global Markets Inc. (TAMPA FL)
FL
04/27/2020 - 02/08/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
03/16/2018 - 02/08/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
03/16/2018 - 12/31/2019
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
12/08/2014 - 02/27/2018
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
07/11/2013 - 07/22/2014
FIRST COMMAND FINANCIAL PLANNING, INC. (TAMPA FL)
BOTH
Issued 09/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/14/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/16/2018
Series 24 - General Securities Principal Examination
BC
Issued 09/27/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2013
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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