Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mirko? Claim Your ProfileMirko Lazenby is a financial advisor with over 30 years of experience in the industry. Mirko is currently registered with PNC Investments and has been with the firm since August 2021. Mirko has a strong background in providing financial advice to individuals, corporations, and institutional clients. Mirko has previously worked for firms such as BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, and Chase Investment Services Corp. Mirko holds licenses for securities and investment products and is also a registered representative of the Financial Industry Regulatory Authority (FINRA). Mirko specializes in investment advice, portfolio management, and retirement 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.
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2
CA
08/23/2021 - Present
PNC Investments (SAN DIEGO CA)
CA
05/16/2013 - 08/23/2021
BBVA SECURITIES INC. (STOCKTON CA)
CA
04/26/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (FRESNO CA)
CA
05/02/2009 - 03/23/2010
CHASE INVESTMENT SERVICES CORP. (RANCHO SANTA FE CA)
CA
05/01/1998 - 05/02/2009
WAMU INVESTMENTS, INC. (SAN DIEGO CA)
CA
03/20/1990 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
10/06/1988 - 03/21/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
02/01/1988 - 09/07/1988
OBERWEIS SECURITIES, INC.
NA
01/08/1988 - 02/01/1988
ENGLER-BUDD & COMPANY INC.
NA
06/02/1987 - 01/15/1988
FIRST AFFILIATED SECURITIES, INC.
NA
02/24/1987 - 06/09/1987
MCKEWON & TIMMINS
NA
01/01/1987 - 03/02/1987
AMERICAN HERITAGE SECURITIES CORPORATION
NA
02/19/1986 - 12/03/1986
SOUTHMARK FINANCIAL SERVICES, INC.
BC
Issued 04/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/21/2002
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 02/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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