Andrei PlotnickCRD Number: 6103989
Current Firm: Bankoh Advisors
Andrei Plotnick (CRD# 6103989) is an Investment Advisor Representative working at Bankoh Advisors in Honolulu, HI and has over 4 years of experience in the finance industry.
National Planning Corporation ("npc Of America" In Fl & Ny)
Sjc Capital Advisors LLC
|Bankoh Investment Services, Inc.||Honolulu, HI||Jul 2017 - Current||< 1|
|Unemployed||Honolulu, HI||Oct 2016 - Jul 2017||< 1|
|Kawananakoa Trust||Honolulu, HI||Jul 2016 - Oct 2016||< 1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Jun 2016||1|
|Morgan Stanley||Honolulu, HI||Aug 2013 - Jun 2016||2|
|Morgan Stanley||Purchase, NY||Aug 2012 - Aug 2013||1|
|Full-time Education||Honolulu, HI||Aug 2009 - May 2013||3|
|Umemployed||Honolulu, HI||May 2009 - Aug 2009||< 1|
|Hawaii State Legislature||Honolulu, HI||Jan 2009 - May 2009||< 1|
|Am1500||Honolulu, HI||Jun 2008 - Dec 2008||< 1|
|Kitv||Honolulu, HI||Jan 2008 - Dec 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management154MILLIONS
Total Number of Accounts485ACCOUNTS
Average Account Value$317,041
- A percentage of assets under your management
- Financial planning services
- Selection of other advisers (including private fund managers)
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