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Patricia Ann Menke

PNC Investments

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About Patricia Ann Menke

Patricia Menke is an Investment Advisor Representative at PNC Investments. Patricia has over 20 years of experience in the financial services industry. Patricia has been registered with PNC Investments since 2013. Prior to joining PNC Investments, Patricia was employed at Lincoln Financial Advisors Corporation and Citigroup Global Markets Inc. Patricia is licensed to sell securities in 28 states and is registered as an Investment Advisor Representative in Pennsylvania. Patricia specializes in providing financial advice to individuals, families, and businesses.

Firm Information

Patricia Menke 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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Patricia Menke’s Registration & Firm History

PA

07/03/2013 - Present

PNC Investments (PITTSBURGH PA)

PA

12/18/2007 - 07/27/2010

LINCOLN FINANCIAL ADVISORS CORPORATION (SEWICKLEY PA)

NY

07/14/1998 - 02/16/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/02/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/16/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Ann Menke.
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