Davor Poljak is a registered investment advisor, based in Shreveport, LA, with 18 years of industry experience.
Location
333 Texas Street, Suite 1300, Shreveport, LA, 71101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Davor is an agent for Steward Partners Global Advisory, LLC, selling non-variable insurance and annuities, dedicating a few hours per week. He is also an Investment Advisor Representative for Steward Partners Investment Advisory LLC and owns Poljak Group Wealth Management, a support company/DBA, but dedicates no time to either.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations30 states
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