Unclaimed Profile

Dina Louise Fliss

GLOBAL VIEW CAPITAL MANAGEMENT LLC·WAUKESHA, Wisconsin

Series 6, Series 26, Series 63, Series 65Clean record27 years registeredGLOBAL VIEW CAPITAL MANAGEMENT LLC

N14 W23833 STONE RIDGE DR - SUITE 350, WAUKESHA, WI 53188CRD# 1358397Firm CRD# 158292

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dina Louise Fliss · WAUKESHA, WI

Registration

CRD #1358397 · GLOBAL VIEW CAPITAL MANAGEMENT LLC · 27 years registered

Brand Profile

Not yet started

Career History

GLOBAL VIEW CAPITAL MANAGEMENT LLC

Dec 2011 – present

THE STRATEGIC FINANCIAL ALLIANCE

Nov 2010 – Jun 2013

WAUKESHA, WI

INVESTMENT ADVISORS INTERNATIONAL, INC.

Jul 2006 – Nov 2010

WAUKESHA, WI

INTERSECURITIES, INC.

Jul 2002 – Aug 2006

BROOKFIELD, WI

WMA INVESTMENT ADVISORS, INC. (WMAIA)

Sep 1998 – Jul 2002

DULUTH, GA

Registrations & Exams

FINRA examinations passed

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · September 23, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLOBAL VIEW CAPITAL MANAGEMENT LLC

CRD 158292 · SEC 801-72887

AUM

$594M

Regulatory assets under management

Employees

105

6,508 client accounts

Services offered by GLOBAL VIEW CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GLOBAL VIEW CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Dina Louise Fliss offer?

Dina Louise Fliss specializes in Financial Planning, Investment Management. Contact their office in WAUKESHA, Wisconsin for a consultation.

What are Dina Louise Fliss's credentials?

Dina Louise Fliss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dina Louise Fliss located?

Dina Louise Fliss is based in WAUKESHA, Wisconsin, working with GLOBAL VIEW CAPITAL MANAGEMENT LLC. Their office serves clients in the WAUKESHA metropolitan area and surrounding communities.

How does Dina Louise Fliss charge for services?

Dina Louise Fliss's firm is compensated through percentage of aum, subscription fees, other: financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLOBAL VIEW CAPITAL MANAGEMENT LLC?

GLOBAL VIEW CAPITAL MANAGEMENT LLC has approximately 105 employees and manages $594M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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