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Jeffrey Michael Yokiel

Pnc Wealth Management LLC

Cleveland, OH

Bedford Heights, OH

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Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-06-24
  • OH RA
    APPROVED
    Since 2021-06-24

Branch Locations

1900 E. 9Th Street, Cleveland, OH 44114 • United States

Bedford Heights, OH • 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
Keybank Cleveland OH 05/2016 11/2016
Towne Park Valet Cleveland OH 09/2014 03/2020
Key Investment Services Cleveland OH 11/2016 01/2020
Key Investment Services Brooklyn OH 01/2020 10/2020
Pnc Investments Cleveland OH 10/2020 06/2021
Pnc Investments Cleveland OH 06/2021 Present
  • 05/2016 → 11/2016
    Keybank
    Cleveland, OH
  • 09/2014 → 03/2020
    Towne Park Valet
    Cleveland, OH
  • 11/2016 → 01/2020
    Key Investment Services
    Cleveland, OH
  • 01/2020 → 10/2020
    Key Investment Services
    Brooklyn, OH
  • 10/2020 → 06/2021
    Pnc Investments
    Cleveland, OH
  • 06/2021 → Present
    Pnc Investments
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-28
S63 Uniform Securities Agent State Law Examination 2017-04-01
  • S66 Uniform Combined State Law Examination
    2020-01-28
  • S63 Uniform Securities Agent State Law Examination
    2017-04-01

View on SEC IAPD

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Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
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AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
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