Dragi Paunovski, financial advisor Estero FL
38 score

Dragi Paunovski

CRD Number: 4464461
Current Firm: National Asset Management, Inc.

Dragi Paunovski (CRD# 4464461) is an Investment Advisor Representative working at National Asset Management, Inc. in Estero, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
National Securities Corp Morristown, NJ Apr 2013 - Current 3
Wunderlich Securities, Inc. Memphis, TN Oct 2011 - Apr 2013 1
National Securities Morristown, NJ Mar 2010 - Oct 2011 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated East Brunswick, NJ Aug 2005 - Jan 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Oct 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Dragi Paunovski
Phone Number: 206-343-6238
Registered State(s):
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
    1,051
    MILLIONS
  • Total Number of Accounts
    5,573
    ACCOUNTS
  • Average Account Value
    $188,616
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
38

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