Unclaimed
Tomislav Vatavuk is an investment advisor representative at Stansberry Asset Management, LLC in San Mateo, California. Tomislav holds a Series 65 and a Series 66 license. He is a Registered Investment Advisor with 12 years of experience in the financial services industry. Tomislav has also previously worked at E*TRADE SECURITIES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and MORGAN STANLEY SMITH BARNEY.
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.
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
CA
10/03/2022 - Present
Stansberry Asset Management, LLC (San Mateo CA)
CA
03/01/2011 - 06/19/2012
E*TRADE SECURITIES LLC (PALO ALTO CA)
CA
04/01/2010 - 11/23/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
CA
01/12/2010 - 04/14/2010
MORGAN STANLEY SMITH BARNEY (PLEASANTON CA)
IA
Issued 10/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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