Unclaimed
Michael Frendak is a financial advisor registered with PNC Investments. Michael has been in the financial services industry since 2016 and has held previous roles with Vanguard Marketing Corporation, Scottrade, Inc., and AXA Advisors, LLC. Michael has passed the Series 7, Series 63, Series 66, and SIE exams. Michael is registered to provide financial advice in 24 states. Michael's firm, PNC Investments, is a large firm with a diverse clientele, including high-net-worth individuals, corporations, and pension plans. Michael is a specialist in the areas of Retirement Planning, Investment Management, and Insurance Planning.
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
NC
04/02/2020 - Present
PNC Investments (CHARLOTTE NC)
NC
11/20/2017 - 04/08/2020
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
WA
02/16/2017 - 10/24/2017
SCOTTRADE, INC. (VANCOUVER WA)
OR
09/12/2016 - 02/17/2017
AXA ADVISORS, LLC (PORTLAND OR)
BOTH
Issued 07/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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