Unclaimed
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 at Steward Partners Investment Advisory, LLC. Davor has been in the industry since 2007. Davor is a registered investment advisor in Louisiana and Texas. Davor has a Series 7, Series 31, and Series 66 license. Davor is also a registered investment advisor in multiple states across the United States. Davor is a wealth advisor for Steward Partners Investment Advisory, LLC and has worked previously with Morgan Stanley and Raymond James. Davor focuses on providing financial consulting, financial planning, and pension consulting services to individuals, corporations, and charitable organizations.
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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2
NY
04/16/2021 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
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 09/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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