Ilona PluschauCRD Number: 5186636
Current Firm: Citigroup Global Markets Inc.
Ilona Pluschau (CRD# 5186636) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Port Jefferson, NY and has over 14 years of experience in the finance industry.
J.p. Morgan Securities LLC
Northwestern Mutual Investment Services,llc
Wells Fargo Advisors Financial Network, LLC
|Citigroup Global Markets Inc.||Port Jefferson Station, NY||May 2007 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2006|
|S65||NASAA Investment Advisors Law Examination||May 2020|
Total Assets Under Management38,272MILLIONS
Total Number of Accounts51,112ACCOUNTS
Average Account Value$748,782
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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