Unclaimed
Dinu Tise is a financial advisor with over 15 years of experience in the industry. Currently, Dinu is affiliated with Gibbs Wealth Management, LLC and Synergist Private Wealth LLC. Dinu is licensed to provide advisory services in Louisiana and Texas. Dinu has a strong background in securities and investments, having held previous positions at J.P. Morgan Securities LLC, Ameriprise Financial Services, LLC and Waddell & Reed, Inc. Dinu has a wide range of experience in the financial services industry and is committed to providing personalized service to clients. Dinu is also an independent insurance agent and owns Tise Properties, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
GA
10/08/2024 - Present
Gibbs Wealth Management, LLC (ALPHARETTA GA)
LA
12/16/2019 - 04/09/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Metairie LA)
LA
10/01/2012 - 11/26/2019
J.P. MORGAN SECURITIES LLC (NEW ORLEANS LA)
LA
10/10/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW ORLEANS LA)
LA
07/13/2005 - 07/28/2006
MORGAN STANLEY DW INC. (NEW ORLEANS LA)
KS
02/06/2003 - 02/02/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 11/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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