Katarina Milojevic, financial advisor Tampa FL

Katarina Milojevic

CRD Number: 6651836
Current Firm: Citigroup Global Markets Inc.

Katarina Milojevic (CRD# 6651836) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Tampa, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup Tampa, FL Feb 2021 - Current < 1
Raymond James & Associates St Petersburg, FL Feb 2018 - Jan 2021 2
Raymond James Financial Services, Inc. Saint Petersburg, FL Feb 2018 - Jan 2021 2
St. Pete Volleyball Club Saint Petersburg, FL Dec 2015 - Mar 2020 4
Knowbe4 Clearwater, FL Aug 2017 - Feb 2018 < 1
Franklin Templeton Distributors, Inc. St Petersburg, FL Nov 2016 - Aug 2017 < 1
University Of Tampa Tampa, FL May 2015 - May 2017 2
Franklin Templeton Investments Saint Petersburg, FL May 2016 - Nov 2016 < 1
Nordstrom Oak Brook, IL May 2013 - Dec 2015 2
Eckerd College Saint Petersburg, FL Aug 2011 - May 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2018
S63 Uniform Securities State Law Examination Jan 2017
Contact Info for Katarina Milojevic
Phone Number: 212-816-6000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    38,272
    MILLIONS
  • Total Number of Accounts
    51,112
    ACCOUNTS
  • Average Account Value
    $748,782
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY

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