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Mensur Omerovic

SOFI SECURITIES
Jacksonville, FL
·CRD# 4558031·11 years experience

Professional Summary

Mensur Omerovic is a registered financial advisor currently at SOFI SECURITIES LLC located in Jacksonville, Florida. Mensur is registered as a RR (Registered Representative) and started their career in finance in 2015. Mensur has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

11 years in the financial services industry

Current & Past Employments

SOFI SECURITIES LLC·CRD# 151717
BD
5335 Gate Pkwy 5th Floor, Jacksonville, FL 32256
September 25, 2026 - Present
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Jacksonville, FL
January 22, 2024 - May 26, 2026
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Jacksonville, FL
January 19, 2024 - May 26, 2026
EMPOWER FINANCIAL SERVICES, INC.·CRD# 13109
BD
Greenwood Village, CO
October 13, 2022 - October 27, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Jacksonville, FL
October 22, 2021 - August 29, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Jacksonville, FL
October 21, 2021 - August 29, 2022
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
RIA
Boston, MA
July 13, 2018 - September 23, 2021
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Jacksonville, FL
November 7, 2016 - July 13, 2018
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Jacksonville, FL
October 31, 2015 - September 16, 2021

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Current Firm

SS
SOFI SECURITIES LLC

BOHICA SECURITIES LLC | SOFI SECURITIES LLC

CRD#: 151717 / SEC#: 8-68389
BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)

Contact Information

Main Address

234 1st Street, San Francisco, CA 94105

Mailing Address

234 1st Street, San Francisco, CA 94105

Phone Number

(855) 525-7634

Established

New York since 08/04/2009

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SOCIAL FINANCE, LLC.MEMBER—
BOHM, DAVID LAWRENCECHIEF ANTI-MONEY LAUNDERING OFFICER2858316
BURKE, RYANPRESIDENT5016797
CLARK, TYLERPRINCIPAL OPERATIONS OFFICER4085018
GAZLAY, ALEXANDREAFINOP7317942
SEFFINGER, MARKCHIEF COMPLIANCE OFFICER2294049

Disclosures

Regulatory Event

2

Arbitration

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(9/25/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2016About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2015About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2015About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Mensur Omerovic's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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