linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Michael Yokiel

PNC Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Michael Yokiel

Jeffrey Yokiel is a registered representative with PNC Investments in Cleveland, OH. Jeffrey has been in the securities industry for over six years. Jeffrey has passed the Series 6, Series 7TO, Series 63 and Series 66 exams, and has been registered in 27 states and the District of Columbia. Jeffrey specializes in providing investment advice to individuals, businesses, and pension and profit-sharing plans. Previously, Jeffrey was employed by Key Investment Services in both Cleveland and Brooklyn, Ohio.

Firm Information

Jeffrey Yokiel 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Yokiel’s Registration & Firm History

OH

06/24/2021 - Present

PNC Investments (CLEVELAND OH)

OH

11/02/2020 - 06/11/2021

PNC INVESTMENTS (CLEVELAND OH)

OH

11/12/2016 - 11/06/2020

KEY INVESTMENT SERVICES LLC (Brooklyn OH)

Not sure if Jeffrey Michael Yokiel is right for you?

Licenses & Designations

BOTH

Issued 01/28/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/01/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/27/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Michael Yokiel.
Not sure if Jeffrey Michael Yokiel is right for you?