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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davor? Claim Your ProfileDavor Poljak is an Investment Advisor Representative with Steward Partners Investment Advisory, LLC. Davor Poljak is a registered Investment Advisor in Louisiana and Texas and has been in the industry since 2007. Prior to joining Steward Partners Investment Advisory, LLC, Davor Poljak was a financial advisor at Raymond James Financial Services, Inc. and Morgan Stanley. Davor Poljak specializes in working with high-net-worth individuals, corporations, and other businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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LA
04/16/2021 - Present
Steward Partners Investment Advisory, LLC (Shreveport LA)
LA
04/16/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Shreveport LA)
LA
06/01/2009 - 05/10/2021
MORGAN STANLEY (SHREVEPORT LA)
LA
03/27/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SHREVEPORT LA)
LA
08/28/2007 - 03/31/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHREVEPORT LA)
BOTH
Issued 9/4/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 8/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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