Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Filip? Claim Your ProfileFilip Domazet is a registered investment advisor representative with SoFi Wealth LLC. Filip has been in the financial services industry since 2014, and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC. Filip holds the Series 63, Series 66, Series 7, and SIE licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
UT
08/22/2024 - Present
Sofi Wealth LLC (Salt Lake City UT)
UT
08/18/2023 - 08/16/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPANISH FORK UT)
UT
12/20/2018 - 05/30/2023
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
01/03/2018 - 11/19/2018
MORGAN STANLEY (SOUTH JORDAN UT)
UT
11/11/2014 - 10/27/2017
E*TRADE SECURITIES LLC (SANDY UT)
BOTH
Issued 01/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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