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Heather Marie Kocsis

Pnc Wealth Management LLC

Fraser, MI

St. Clair Shores, MI

CRD 5914367

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Employer firm

Pnc Wealth Management LLC CRD 129052

$30.3B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Pnc Wealth Management Llc

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2013-04-17
  • MI RA
    APPROVED
    Since 2013-04-17

Branch Locations

32981 Utica Road, Fraser, MI 48026 • United States

24612 Harper Ave, St. Clair Shores, MI 48080 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Wealth Management St. Clari Shores MI 01/2015 Present
  • 01/2015 → Present
    Pnc Wealth Management
    St. Clari Shores, MI
Previous Registrations
Other Businesses

01/2009 - Receives Residual Health Insurance Commissions - Heather Kocsis - Non-Investment related - zero hours annually during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-30
  • S66 Uniform Combined State Law Examination
    2011-06-30

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

ZDENKA JONES
MICHAEL JOSEPH JENNINGS
NATALIE MARIE GAJEWSKI

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fraser, MI
LPL FINANCIAL LLC · WARREN, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Warren, MI

More in Fraser, MI

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