Unclaimed
Vojislav Andjelkovic is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc., where Vojislav has been employed since May 2002. Vojislav has been in the securities industry since July 1995 and has held previous positions with J.P. MORGAN SECURITIES INC. and GOLDMAN, SACHS & CO. Vojislav is licensed to provide investment advice in Connecticut, New Jersey, New York, and Texas. Vojislav is also a member of the Board of Overseers for Whitman College.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
09/26/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
05/01/2001 - 05/23/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/27/1996 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/19/1995 - 06/19/1996
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 11/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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