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Sabrina Gretchen Szarek

PNC Investments

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About Sabrina Gretchen Szarek

Sabrina Gretchen Szarek is a financial advisor who has been in the industry since August 1996. She is currently registered with PNC Investments and is licensed to provide financial advice in Texas. Sabrina has previously worked with BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, Guaranty Brokerage Services, Inc., Capital Brokerage Corporation, BANC OF AMERICA INVESTMENT SERVICES, INC., BA INVESTMENT SERVICES, INC., and WM FINANCIAL SERVICES, INC.. Sabrina is a qualified investment advisor with experience in providing investment advice to individuals, businesses, and institutions. She offers portfolio management, selection of other advisors, and financial planning services.

Firm Information

Sabrina Szarek 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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Sabrina Szarek’s Registration & Firm History

TX

08/23/2021 - Present

PNC Investments (Fort Worth TX)

TX

05/16/2013 - 08/23/2021

BBVA SECURITIES INC. (LUBBOCK TX)

TX

02/11/2010 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (FORT WORTH TX)

TX

07/30/2001 - 12/23/2009

GUARANTY BROKERAGE SERVICES, INC. (TEMPLE TX)

VA

12/11/2000 - 07/30/2001

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

MA

04/06/1999 - 10/11/2000

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

CA

03/25/1999 - 07/12/1999

BA INVESTMENT SERVICES, INC. (OAKLAND CA)

CA

02/09/1999 - 03/25/1999

WM FINANCIAL SERVICES, INC. (IRVINE CA)

CA

03/12/1996 - 12/09/1998

BA INVESTMENT SERVICES, INC. (OAKLAND CA)

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Licenses & Designations

IA

Issued 09/30/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/08/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sabrina Gretchen Szarek.
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