Katarina Milojevic

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 11/2016
  Franklin Templeton Investments
  Saint Petersburg, FL
• 05/2015 → 05/2017
  University Of Tampa
  Tampa, FL
• 11/2016 → 08/2017
  Franklin Templeton Distributors, Inc.
  St Petersburg, FL
• 12/2015 → 03/2020
  St. Pete Volleyball Club
  Saint Petersburg, FL
• 02/2018 → 01/2021
  Raymond James & Associates
  St Petersburg, FL
• 02/2018 → 01/2021
  Raymond James Financial Services, Inc.
  Saint Petersburg, FL
• 08/2017 → 02/2018
  Knowbe4
  Clearwater, FL
• 02/2021 → Present
  Citigroup
  Tampa, FL

Previous Registrations

• 2018-09-11 → 2021-02-26
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-07
• S63 Uniform Securities Agent State Law Examination
  2017-01-11