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David Frimel

PNC Investments

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About David Frimel

David Frimel is a financial advisor who has been in the industry since September 15, 2003. David is currently registered with PNC Investments and holds licenses in Ohio and Pennsylvania. David's previous experience includes working at NatCity Investments, Inc. from September 15, 2003 to November 13, 2009. David has passed numerous industry exams, including the Series 6, Series 7, Series 63, and Series 65. David has experience working with a variety of clients, including individuals, businesses, charitable organizations, pension plans, and churches. David's focus areas include financial planning, portfolio management, and selection of other advisors.

Firm Information

David Frimel 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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David Frimel’s Registration & Firm History

OH

11/28/2012 - Present

PNC Investments (N. OLMSTED OH)

OH

09/15/2003 - 11/13/2009

NATCITY INVESTMENTS, INC. (ROCKY RIVER OH)

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Licenses & Designations

IA

Issued 01/16/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/17/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2009

Series 7 - General Securities Representative Examination

BC

Issued 09/12/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Frimel.
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