Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dina? Claim Your ProfileDina Louise Fliss is an Investment Advisor Representative at Global View Capital Management LLC in Waukesha, Wisconsin. Dina has been registered with the SEC since 2011 and has worked in the financial services industry for over 30 years. She holds a Series 6, 63, 65, and 26 licenses. Dina specializes in financial planning and portfolio management for individuals and high-net-worth individuals, as well as providing sub-adviser services to other advisers. Dina has been a board member of the National Association of Active Investment Managers (NAAIM) since 2018.
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.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
12/08/2011 - Present
Global View Capital Management LLC (WAUKESHA WI)
GA
11/01/2010 - 06/12/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (ATLANTA GA)
WI
04/04/2002 - 11/03/2010
WORLD GROUP SECURITIES, INC. (WAUKESHA WI)
GA
06/06/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
FL
12/23/1991 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
07/17/1985 - 12/13/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 03/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/03/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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