Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tessa? Claim Your ProfileTessa Fornek is an investment advisor representative at PNC Investments. Tessa has been in the industry since 2019 and has a Series 7, 66, and 24 licenses. Tessa has worked at several firms before joining PNC Investments, including CETERA INVESTMENT SERVICES LLC and FIRST COMMAND BROKERAGE SERVICES, INC. PNC Investments offers investment advisory services and has a strong record of providing financial advice to individuals, corporations, and other institutions.
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.
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2
OH
01/22/2024 - Present
PNC Investments (CLEVELAND OH)
AL
08/31/2020 - 01/02/2024
CETERA INVESTMENT SERVICES LLC (HOOVER AL)
GA
03/12/2019 - 07/02/2020
FIRST COMMAND BROKERAGE SERVICES, INC. (Valdosta GA)
BOTH
Issued 04/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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