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Sammie Jo Kreindel

PNC Investments

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About Sammie Jo Kreindel

Sammie Jo Kreindel is a financial advisor who has been in the industry since 2000. Sammie Jo is currently registered with PNC Investments and has been with them since 2012. Sammie Jo has previously held positions at LPL FINANCIAL LLC, IFMG SECURITIES, INC., and ESSEX NATIONAL SECURITIES, INC. Sammie Jo holds the Series 6, Series 7, and Series 66 licenses. Sammie Jo specializes in providing investment advice to individuals, businesses, and charitable organizations. Sammie Jo has been registered with the state of Florida since 2011 and is currently registered with 30 other states. Sammie Jo has a wide range of experience in the financial services industry and is committed to providing her clients with the highest level of service.

Firm Information

Sammie Kreindel 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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Sammie Kreindel’s Registration & Firm History

FL

12/13/2012 - Present

PNC Investments (BOCA RATON FL)

FL

03/04/2008 - 11/25/2011

LPL FINANCIAL LLC (DEERFIELD BEACH FL)

FL

05/03/2004 - 03/04/2008

IFMG SECURITIES, INC. (LAUDERDALE-BY-THE-SEA FL)

CA

03/03/2000 - 04/30/2004

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

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Licenses & Designations

BOTH

Issued 12/08/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2011

Series 7 - General Securities Representative Examination

BC

Issued 08/25/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sammie Jo Kreindel.
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