Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Larry Cline is an investment advisor representative currently registered with PNC Investments. Carl has over 20 years of experience in the financial services industry, with prior experience at CBIZ Financial Solutions, Chase Investment Services Corp, BANC ONE SECURITIES CORPORATION, VESTAX SECURITIES CORPORATION, CAPITAL SECURITIES OF AMERICA, INC., FIFTH THIRD SECURITIES, INC., and BANC ONE CAPITAL MARKETS, INC. Carl holds Series 7, 24, 27, 52, 53, 66, and 99 licenses. Carl provides financial advice and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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2
OH
02/21/2018 - Present
PNC Investments (WADSWORTH OH)
OH
02/09/2009 - 06/02/2016
CBIZ FINANCIAL SOLUTIONS, INC. (CLEVELAND OH)
OH
12/07/2004 - 07/02/2008
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
12/07/2004 - 07/27/2006
BANC ONE SECURITIES CORPORATION (COLUMBUS OH)
OH
02/25/2000 - 12/31/2002
VESTAX SECURITIES CORPORATION (HUDSON OH)
OH
07/30/1999 - 02/16/2000
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
OH
11/06/1998 - 07/30/1999
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
08/14/1998 - 11/02/1998
BANC ONE CAPITAL MARKETS, INC. (COLUMBUS OH)
IL
04/03/1997 - 07/28/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 02/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/16/1997
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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