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JV

John M. Vucicevic

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CRD#: 3153503
JV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Matthew Vucicevic was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1998. John had worked at 8 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 2, 2014 - January 4, 2019

BAY CITY FINANCIAL, LLC

RIA
CRD#: 170855
VENICE, FL
Past

February 6, 2013 - May 20, 2014

SIGNATURE INVESTMENTS, INC.

RIA
CRD#: 113443
DAYTON, OH
Past

January 21, 2011 - October 15, 2013

SICOR SECURITIES INC

BD
CRD#: 16195
PANAMA CITY BEACH, FL
Past

July 15, 2009 - February 15, 2011

TRUSTMONT FINANCIAL GROUP, INC.

BD
CRD#: 18312
PANAMA CITY BEACH, FL
Past

August 18, 2008 - October 9, 2008

WILBANKS SECURITIES, INC.

BD
CRD#: 40673
OKLAHOMA CITY, OK
Past

January 2, 2003 - March 1, 2007

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
PANAMA CITY, FL
Past

October 29, 2001 - December 11, 2002

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

December 16, 1998 - October 17, 2001

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
WEST DES MOINES, IA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/28/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BC
BAY CITY FINANCIAL, LLC
BAY CITY FINANCIAL, LLC

CRD#: 170855 / SEC#:

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Contact information


Main Address
Venice, FL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BAY CITY FINANCIAL, LLC

CRD#: 170855

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