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Vickie Lynn Barczak

PNC Investments

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About Vickie Lynn Barczak

Vickie Lynn Barczak is a registered representative of PNC Investments. She is a licensed financial advisor and holds the Series 7, Series 9, Series 10, Series 63, and SIE licenses. Vickie has been in the financial services industry since July 16, 2003. Her experience includes working with CUSO Financial Services, L.P., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Prior to joining PNC Investments, Vickie was with CUSO Financial Services, L.P., in Media, Pennsylvania. Vickie is registered to conduct business in the state of Delaware.

Firm Information

Vickie Barczak 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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Vickie Barczak’s Registration & Firm History

DE

01/12/2012 - Present

PNC Investments (WILMINGTON DE)

PA

03/09/2011 - 12/16/2011

CUSO FINANCIAL SERVICES, L.P. (MEDIA PA)

PA

06/01/2009 - 10/01/2009

MORGAN STANLEY SMITH BARNEY (STATE COLLEGE PA)

PA

01/14/2002 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (STATE COLLEGE PA)

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Licenses & Designations

BC

Issued 02/05/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/21/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/21/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vickie Lynn Barczak.
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