Unclaimed
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.
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
OH
12/05/2011 - Present
PNC Investments (CLEVELAND OH)
OH
04/13/1981 - 12/05/2008
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
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
Active
Inactive
F
FINRA
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