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MD

Milko Damjanovic

VANGUARD MARKETING
Scottsdale, AZ 85260
Some features on this profile are disabled
CRD#: 6238426
MD

Professional summary

Milko Damjanovic is a registered financial professional currently at VANGUARD MARKETING CORPORATION located in Scottsdale, Arizona.

Milko is registered as a RR (Registered Representative) and started their career in finance in 2013. Milko has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 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.
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 1)NAME OF BUSINESS: HomeSmart International, LLC, INVESTMENT RELATED, ADDRESS: Scottsdale, AZ, NATURE OF BUSINESS: Real Estate, POSITION: Realtor, START DATE: 05/2020 APPROXIMATE HOURS PER MONTH: 10 NUMBER OF HOURS DURING TRADING HOURS: 0 2)NAME OF BUSINESS: Insurance Licenses, INVESTMENT RELATED, ADDRESS: Phoenix, AZ, NATURE OF BUSINESS: INSURANCE SALES, POSITION: AGENT, START DATE: 08/2018 APPROX HOURS PER MONTH: 1 HOURS DURING SECURITY TRADING HOURS: 0 DUTIES: Maintaining only

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Milko Damjanovic's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

December 3, 2020 - Present

VANGUARD MARKETING CORPORATION

Office #1: 14321 North Northsight Blvd., Scottsdale, AZ 85260
BD
CRD#: 7452
Scottsdale, AZ
Past

December 4, 2020 - December 31, 2024

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
SCOTTSDALE, AZ
Past

September 17, 2019 - October 29, 2020

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
Phoenix, AZ
Past

September 16, 2019 - October 29, 2020

BBVA SECURITIES INC.

BD
CRD#: 27060
PEORIA, AZ
Past

July 2, 2019 - July 2, 2019

BANCWEST INVESTMENT SERVICES, INC.

RIA
CRD#: 29357
TEMPE, AZ
Past

July 2, 2019 - July 2, 2019

BANCWEST INVESTMENT SERVICES, INC.

BD
CRD#: 29357
TEMPE, AZ
Past

August 29, 2018 - March 5, 2019

LPL FINANCIAL LLC

RIA
CRD#: 6413
PHOENIX, AZ
Past

July 17, 2018 - March 5, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
PHOENIX, AZ
Past

March 29, 2018 - April 27, 2018

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
Tempe, AZ
Past

September 16, 2013 - September 14, 2016

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(12/7/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/24/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/25/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/16/2013
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/26/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

VM
VANGUARD MARKETING CORPORATION
VANGUARD BROKERAGE SERVICES | VANGUARD MARKETING CORPORATION

CRD#: 7452 / SEC#: , 8-21570

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
100 Vanguard Blvd, Malvern, PA 19355
Mailing Address
5951 Luckett Court Suite A1, El Paso, TX 79932-1882
Phone number
(610) 669-1000
Established
Pennsylvania since 04/21/1977
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
THE VANGUARD GROUP, INC.PARENT COMPANY
BENCHENER, MATTHEW JOHNCHAIRMAN, PRESIDENT, DIRECTOR, CEO-DESIGNEE5569805
BENDL, JOHN WESLEYDIRECTOR, SENIOR VICE PRESIDENT6931980
BISORDI, JOHNDIRECTOR, VICE PRESIDENT, GENERAL COUNSEL7526828
BOATENG, AMMA ACHEAMPOMAADIRECTOR, SENIOR VICE PRESIDENT4677078
BRANCATO, MATTHEW CLARKDIRECTOR, VICE PRESIDENT6220380
JAMES, JOHN MARKDIRECTOR, SENIOR VICE PRESIDENT5594356
PANTALONE, SALVATORE L JRPRINCIPAL FINANCIAL OFFICER2887373
PETTY, DAVIDVICE PRESIDENT5684895
STEWART, MARC CHRISTOPHERCHIEF COMPLIANCE OFFICER2688699
TRETTER, MATTHEW ANTHONYPRINCIPAL OPERATIONS OFFICER5956530

Disclosures

Regulatory Event48
Arbitration8

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

VANGUARD MARKETING CORPORATION

CRD#: 7452Scottsdale, AZ 85260

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