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Darlene Piatak

PNC Investments

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About Darlene Piatak

Darlene Piatak is a financial advisor who has been working in the industry since 1981. Darlene is currently registered with PNC Investments in Cleveland, Ohio. Darlene has passed the Series 7, Series 63, SIE, and Series 99TO exams. She is an active financial advisor with experience in a variety of areas, including investment planning, portfolio management, and wealth management.

Firm Information

Darlene Piatak 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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Darlene Piatak’s Registration & Firm History

OH

12/05/2011 - Present

PNC Investments (CLEVELAND OH)

OH

04/13/1981 - 12/05/2008

KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 04/06/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Darlene Piatak.
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