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Renee Archoleka

PNC Investments

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About Renee Archoleka

Renee Archoleka is an active financial advisor registered with PNC Investments in Cleveland, OH. Renee has been in the financial services industry since June 1997 and has experience in portfolio management for individuals and businesses. Renee also provides selection of other advisers services. Prior to working at PNC Investments, Renee has worked for Morgan Stanley DW Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Barron Chase Securities, Inc, and Pruco Securities Corporation. Renee is a registered representative in New Jersey and New York.

Firm Information

Renee Archoleka 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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Renee Archoleka’s Registration & Firm History

OH

01/24/2025 - Present

PNC Investments (CLEVELAND OH)

NY

11/09/1999 - 12/15/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

11/14/1996 - 01/11/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

FL

09/19/1995 - 02/06/1996

BARRON CHASE SECURITIES, INC. (BOCA RATON FL)

NJ

02/17/1995 - 08/17/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 01/25/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/18/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/22/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/1995

Series 7 - General Securities Representative Examination

BC

Issued 02/16/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Renee Archoleka.
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