Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gentian? Claim Your ProfileGentian Plaku is a financial advisor with over six years of experience in the industry. Gentian is currently registered with SoFi Wealth LLC and provides financial advice to individuals and families. Gentian has also worked for several other firms, including PNC Investments, Citizens Securities, Inc., and Wells Fargo Clearing Services, LLC. Gentian holds several licenses and registrations, including Series 6, 7, 63, 66, and SIE. Gentian is also a board member for Manorlu Swim Club. Gentian is dedicated to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
CA
10/13/2020 - Present
Sofi Wealth LLC (SAN FRANCISCO CA)
PA
12/03/2019 - 09/17/2020
PNC INVESTMENTS (PHILADELPHIA PA)
PA
11/20/2018 - 11/27/2019
CITIZENS SECURITIES, INC. (ELKINS PARK PA)
PA
08/25/2014 - 10/10/2018
WELLS FARGO CLEARING SERVICES, LLC (FLOURTOWN PA)
PA
05/08/2014 - 08/19/2014
CCO INVESTMENT SERVICES CORP. (WILLOW GROVE PA)
BOTH
Issued 12/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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