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Filip Telibasa

Facet

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About Filip Telibasa

Filip Telibasa is a financial advisor with Facet, with over 10 years of experience in the financial industry. Filip holds a Series 7, Series 6, Series 63, and Series 65 licenses and is also a Certified Financial Planner. Filip's expertise includes portfolio management and financial planning for individuals and high net worth individuals. Filip has worked with UBS Financial Services Inc., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and J.P. MORGAN SECURITIES LLC before joining Facet. Prior to entering the financial services industry, Filip worked at JP Morgan Chase Bank.

Firm Information

Filip Telibasa is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Filip Telibasa’s Registration & Firm History

FL

03/02/2021 - Present

Facet (Sarasota FL)

NY

01/04/2019 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)

NY

02/11/2016 - 12/10/2018

UBS FINANCIAL SERVICES INC. (MELVILLE NY)

NY

10/01/2012 - 01/21/2016

J.P. MORGAN SECURITIES LLC (ISLIP NY)

NY

07/26/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (DIX HILLS NY)

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Licenses & Designations

IA

Issued 12/20/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/17/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2016

Series 7 - General Securities Representative Examination

BC

Issued 07/23/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Filip Telibasa.
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