Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Giles is an investment advisor representative with PNC Investments, a firm with a strong presence in the financial services industry. Michael has over 30 years of experience in the industry, having held various roles at several firms. Michael specializes in providing advisory services to individuals, businesses, and charitable organizations, offering expertise in a range of financial planning and portfolio management services. Michael is committed to helping clients achieve their financial goals through personalized strategies.
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.
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2
TX
08/23/2021 - Present
PNC Investments (Austin TX)
TX
07/23/2013 - 08/23/2021
BBVA SECURITIES INC. (SAN ANTONIO TX)
TX
06/28/2011 - 07/29/2013
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NJ
04/07/2009 - 05/06/2011
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
TX
07/30/2001 - 12/18/2008
GUARANTY BROKERAGE SERVICES, INC. (AUSTIN TX)
VA
08/28/2000 - 07/30/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CA
07/27/1998 - 08/22/2000
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NA
07/02/1998 - 07/24/1998
ESSEX NATIONAL SECURITIES, INC.
CA
01/12/1994 - 06/26/1998
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WI
09/29/1988 - 02/08/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 08/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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