Unclaimed
Cara Zambella is a registered representative with PNC Investments. Cara has been in the industry since 2023 and holds the Series 7TO, SIE, and Series 66 licenses. She is registered with the state of Florida and is actively engaged in providing investment advice to individuals, corporations, and other clients. Cara has previous experience with PNC Bank and Wells Fargo Bank.
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.
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.
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.
1
2
FL
05/07/2024 - Present
PNC Investments (SARASOTA FL)
BOTH
Issued 05/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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