Dina Fliss, financial advisor Waukesha WI
93 score

Dina Fliss

CRD Number: 1358397
Current Firm: Global View Capital Management, Ltd

Dina Fliss (CRD# 1358397) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Waukesha, WI and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Global View Capital Management, Ltd Waukesha, WI Feb 2011 - Current 5
Bay Ventures,llc Waukesha, WI May 2002 - Current 14
The Strategic Financial Alliance, Inc. Atlanta, GA Nov 2010 - Dec 2013 3
Investment Advisors International Waukesha, WI Jul 2006 - Nov 2010 4
World Group Securities, Inc. Waukesha, WI Feb 2002 - Nov 2010 8
World Financial Group Waukesha, WI Jun 2001 - Nov 2010 9
City First Mortgage Services Waukesha, WI Aug 2008 - Jun 2010 1
Innergy Lending, LLC Waukesha, WI Jun 2006 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S65 NASAA Investment Advisors Law Examination Mar 1996
Contact Info for Dina L. Fliss
Phone Number: 262-650-1030
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    257
    MILLIONS
  • Total Number of Accounts
    6,000
    ACCOUNTS
  • Average Account Value
    $42,794
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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