Jeremy PliskoCRD Number: 5568340
Current Firm: Rbc Capital Markets, LLC
Jeremy Plisko (CRD# 5568340) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Fort Collins, CO and has over 4 years of experience in the finance industry.
First National Capital Markets, Inc.
Martin Wealth Management, LLC
Abernathy Financial Planning, LLC
|Rbc Capital Markets, LLC||Fort Collins, CO||May 2013 - Current||4|
|Goldman Sachs (cayman) Trust Services, Ltd.||Grand Cayman,||Apr 2011 - Feb 2013||1|
|Bny Mellon - Alternative Investment Services||Grand Cayman,||Feb 2009 - Apr 2011||2|
|Schwab Institutional||Englewood, CO||Jul 2008 - Feb 2009||< 1|
|Dpm Mellon, Ltd - A Bny Mellon Company||Grand Cayman,||Sep 2005 - Jul 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management106,032MILLIONS
Total Number of Accounts254,944ACCOUNTS
Average Account Value$415,903
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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