linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan Dale Pliner

Towers Watson Investment Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jonathan? Claim Your Profile

About Jonathan Dale Pliner

Jonathan Pliner is a registered investment advisor representative associated with Towers Watson Investment Services, Inc. Jonathan has been in the securities industry since August 2004. Jonathan has 1 current employment with Towers Watson Investment Services, Inc. and is registered in Texas. Jonathan's firm, Towers Watson Investment Services, Inc. has been in business since 1976 and is headquartered in Chicago, Illinois. Jonathan specializes in Portfolio Management for businesses, Pension Consulting, Educational Seminars, Market Timing Services, Publication of Periodicals, Selection of Other Advisors and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Jonathan Pliner is currently registered with Towers Watson Investment Services, Inc.. Towers Watson Investment Services, Inc. is an investment advisor headquartered in CHICAGO, IL. The firm manages $51,371,522,113 in regulatory assets under management. Towers Watson Investment Services, Inc. primarily serves pension and profit sharing plans and state or municipal government entities. They offer a variety of advisory services including pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for pooled investment vehicles.
Towers Watson Investment Services, Inc.

233 SOUTH WACKER DRIVE

CHICAGO, IL 60606

$51.37B

Assets Under Management

118

Total Clients

25

Total Financial Advisors

Services Offered

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

see schedule d, miscellaneous, for a description of other advisory services

See schedule d, miscellaneous, for a description of other advisory services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Fee based on a percentage of assets advised on

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jonathan Pliner’s Registration & Firm History

NY

05/15/2019 - Present

Towers Watson Investment Services, Inc. (New York NY)

Not sure if Jonathan Dale Pliner is right for you?

Licenses & Designations

BC

Issued 09/20/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Dale Pliner.
Not sure if Jonathan Dale Pliner is right for you?