Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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