Katarina MilojevicCRD 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.
Commonwealth Financial Network
Financial Guidance Group, Inc.
Raymond James & Associates, Inc.
|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|
Total Assets Under Management38,272MILLIONS
Total Number of Accounts51,112ACCOUNTS
Average Account Value$748,782
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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