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Lisa Marie Pogorzelski

PNC Investments

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About Lisa Marie Pogorzelski

Lisa Pogorzelski is a financial professional with over five years of experience in the financial services industry. Lisa is currently registered with PNC Investments and has held previous positions with LPL Financial LLC, Edward Jones, TD Ameritrade, Inc., and Scottrade, Inc. Lisa has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice. Lisa has earned the Series 7, Series 10, Series 9, Series 24, Series 63, and Series 66 licenses.

Firm Information

Lisa Pogorzelski 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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Lisa Pogorzelski’s Registration & Firm History

MO

07/13/2022 - Present

PNC Investments (Arnold MO)

MO

04/14/2021 - 07/14/2022

LPL FINANCIAL LLC (ARNOLD MO)

MO

01/25/2019 - 02/18/2021

EDWARD JONES (ST LOUIS MO)

MO

02/26/2018 - 01/18/2019

TD AMERITRADE, INC. (ST. LOUIS MO)

MO

06/15/2017 - 02/26/2018

SCOTTRADE, INC. (ST LOUIS MO)

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Licenses & Designations

BOTH

Issued 03/08/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/2019

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/12/2019

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/07/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Marie Pogorzelski.
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