Unclaimed
Cynthia Beth Plawker is a registered investment advisor representative with Alliancebernstein LP, a firm with over $50 billion in assets under management. Cynthia Beth Plawker has been in the financial services industry since July 24, 1991. Her previous role was with Sanford C. Bernstein & Co., Inc. Cynthia Beth Plawker specializes in asset allocation, financial planning, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
11/04/2013 - Present
Alliancebernstein LP (NEW YORK NY)
NY
07/25/1991 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 09/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 07/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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