Diana Plucienkowski
Diana Plucienkowski is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Coconut Creek, FL, with 30 years of industry experience. Diana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6810 N. State Road 7, Coconut Creek, FL, 33073
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Regulatory History (1)
Customer Dispute
November 2019Other Business Activities
Diana is the President of Dane Financial Group, where she creates financial plans and provides investment advice, dedicating full-time hours to this activity. She also serves as Treasurer for Broward Women's Alliance, spending minimal time reporting scholarship donations collected at monthly meetings.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
New Century Financial Group, LLC
Royal Alliance Associates, INC.
Meg Green & Associates
Royal Alliance Associates, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.