Gentian Plaku (CRD# 6265202) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 9 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sofi Securities LLC | San Francisco, CA | Sep 2020 - Current | 3 |
| Sofi Wealth LLC | San Francisco, CA | Sep 2020 - Current | 3 |
| Pnc Investments | Philadelphia, PA | Nov 2019 - Sep 2020 | < 1 |
| Citizens Bank | Elkins Park, PA | Nov 2018 - Nov 2019 | 1 |
| Citizens Securities Inc. | Elkins Park, PA | Nov 2018 - Nov 2019 | 1 |
| Wells Fargo Clearing Services, LLC | Flourtown, PA | Nov 2016 - Oct 2018 | 1 |
| Wells Fargo Bank, Na | Flourtown, PA | Aug 2014 - Oct 2018 | 4 |
| Wells Fargo Advisors, LLC | Flourtown, PA | Aug 2014 - Nov 2016 | 2 |
| Cco Investment Services Corp. | Willow Grove, PA | Oct 2013 - Aug 2014 | < 1 |
| Citizens Bank | Willow Grove, PA | Apr 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- DE
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Total Assets Under Management944MILLIONS
-
Total Number of Accounts165,546ACCOUNTS
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Average Account Value$5,699
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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