Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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