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Steven Zarkivach

PNC Investments

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About Steven Zarkivach

Steven Zarkivach is a financial advisor in Weatherford, Texas. Steven has been in the financial services industry since 1997 and has worked for multiple firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BBVA Securities Inc., and PNC Investments. Steven is currently registered with PNC Investments and is Series 7, 6, 63, 65 and 66 licensed. Steven specializes in investments, financial planning and retirement planning.

Firm Information

Steven Zarkivach 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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Steven Zarkivach’s Registration & Firm History

TX

08/19/2021 - Present

PNC Investments (ABILENE TX)

TX

05/16/2013 - 08/16/2021

BBVA SECURITIES INC. (WEATHERFORD TX)

TX

01/25/2013 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (FORT WORTH TX)

TX

08/27/2010 - 01/02/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)

TX

04/26/2007 - 08/27/2010

CHASE INVESTMENT SERVICES CORP. (COPPELL TX)

TX

06/01/2005 - 04/18/2007

AXA ADVISORS, LLC (FORT WORTH TX)

NY

06/05/2001 - 06/01/2005

MONY SECURITIES CORPORATION (NEW YORK NY)

NJ

11/18/1999 - 06/13/2001

PRUCO SECURITIES CORPORATION (NEWARK NJ)

RI

11/03/1997 - 11/08/1999

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 02/28/2006

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/05/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/30/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Steven Zarkivach. Review regulatory record here.
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