Unclaimed
Denis Omanovic is a financial professional with experience in the industry. Denis is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Prior to this role, Denis was with NYLIFE Securities LLC. Denis is licensed in 51 states and the District of Columbia as well as FINRA.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
01/02/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
03/04/2023 - 11/07/2023
NYLIFE SECURITIES LLC (CHARLOTTE NC)
BC
Issued 03/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Denis Omanovic is the right advisor for you? Invested Better is here to help.