Maja Stojanovic, financial advisor Wakefield MA
96 score

Maja Stojanovic

CRD Number: 3029250
Current Firm: Royal Alliance Associates, Inc.

Maja Stojanovic (CRD# 3029250) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Wakefield, MA and has over 16 years of experience in the finance industry. Maja Stojanovic has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Royal Alliance Wakefield, MA Jan 2014 - Current 2
Npc Woburn, MA Jan 2012 - Jan 2014 2
Unemployed Charlestown, MA Jan 2011 - Dec 2011 < 1
Royal Alliance Associates Wakefield, ME Nov 2006 - Dec 2010 4
Unemployed Charlestown, MA Dec 2004 - Nov 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Maja Stojanovic
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
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
96
Clean Record
This advisor has a clean track record with regulators.

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