Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stevan? Claim Your ProfileStevan Stanisic is a financial advisor with over 8 years of experience in the industry. Stevan is registered with J.P. Morgan Securities LLC in Longboat Key, Florida, and is also registered in North Carolina. Prior to joining J.P. Morgan Securities LLC, Stevan worked with WELLS FARGO CLEARING SERVICES, LLC in Cary, North Carolina. Stevan has passed the Series 6, Series 63, and Series 65 exams. Stevan specializes in providing financial advice to individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
09/03/2024 - Present
J.p. Morgan Securities LLC (Longboat Key FL)
NC
11/22/2016 - 08/15/2024
WELLS FARGO CLEARING SERVICES, LLC (CARY NC)
IA
Issued 12/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stevan Stanisic is the right advisor for you? Invested Better is here to help.
