Vlatko Mirceski
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.
Vlatko Mirceski was a registered financial professional .
Vlatko is a previously registered financial professional and started their career in finance in 2018. Vlatko had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 11, 2022 - February 20, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
November 25, 2021 - February 20, 2025
FIDELITY BROKERAGE SERVICES LLC
September 29, 2021 - October 20, 2021
PRUCO SECURITIES, LLC.
August 3, 2021 - October 20, 2021
PRUCO SECURITIES, LLC.
June 27, 2018 - March 6, 2020
MORGAN STANLEY
June 20, 2018 - March 6, 2020
MORGAN STANLEY
February 6, 2018 - April 5, 2018
EDWARD JONES
January 2, 2018 - April 5, 2018
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FIDELITY PERSONAL AND WORKPLACE ADVISORS
CRD#: 288590 / SEC#: 801-112027
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 1,991,043 |
| AUM (Assets Under Management) | $ 818,776,100,963 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/22/2024 | ||
| 10/23/2023 | ||
| 01/06/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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