Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denis? Claim Your ProfileDenis Poljak is a financial advisor with Steward Partners Investment Advisory, LLC. Denis is registered with the state of Louisiana and Texas. Denis has been a registered representative for 27 years and has been in the industry for 28 years. Denis specializes in providing financial planning, portfolio management for individuals, selection of other advisors and financial consulting. The advisor’s firm, Steward Partners Investment Advisory, LLC, has approximately 21,758 clients and manages $20,433,200,577 in client assets.
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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NY
04/16/2021 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
DC
04/16/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WASHINGTON DC)
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
09/07/1995 - 03/31/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHREVEPORT LA)
IA
Issued 09/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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