Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sofi? Claim Your ProfileSofi Kiss is an investment advisor representative at Dimensional Fund Advisors LP. Sofi Kiss has been in the industry since 2022 and currently has a Series 7TO, Series 66, and a SIE. Sofi Kiss is registered with the state of Texas and the firm has offices in Austin, Texas. The firm, Dimensional Fund Advisors LP, focuses on providing investment advice to individuals, businesses, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
02/27/2023 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BOTH
Issued 02/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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