Unclaimed
Sladjana Pokrajac is an investment advisor representative at Raymond James & Associates, Inc. Sladjana has been in the industry since 2013 and holds a variety of licenses, including Series 6, 7, 10, 24, 63, and 65. Sladjana's previous experience includes working at J.P. Morgan Securities LLC in Chicago, Illinois. Sladjana specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Sladjana's services are available to a variety of clients, including individuals, families, businesses, and institutions.
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
FL
03/09/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
IL
05/27/2013 - 05/04/2021
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IA
Issued 03/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/16/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/29/2022
Series 4 - Registered Options Principal Examination
BC
Issued 06/21/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2013
Series 6 - Investment Company Products/Variable Contracts 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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