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Cara Marie russell Zambella

PNC Investments

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About Cara Marie russell Zambella

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.

Firm Information

Cara Zambella is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

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

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Cara Zambella’s Registration & Firm History

FL

05/07/2024 - Present

PNC Investments (SARASOTA FL)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Cara Marie russell Zambella. Review regulatory record here.
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