Jeffrey YokielCRD Number: 6301933
Current Firm: Pnc Investments
Jeffrey Yokiel (CRD# 6301933) is an Investment Advisor Representative working at Pnc Investments in Cleveland, OH and has over 4 years of experience in the finance industry.
Lpl Financial LLC
Independence Capital Company, Inc.
Strategic Wealth Partners, Ltd.
|Pnc Investments||Cleveland, OH||Jun 2021 - Current||< 1|
|Pnc Investments||Cleveland, OH||Oct 2020 - Jun 2021||< 1|
|Key Investment Services||Brooklyn, OH||Jan 2020 - Oct 2020||< 1|
|Towne Park Valet||Cleveland, OH||Sep 2014 - Mar 2020||5|
|Key Investment Services||Cleveland, OH||Nov 2016 - Jan 2020||3|
|Keybank||Cleveland, OH||May 2016 - Nov 2016||< 1|
|Bridgeview Bank Mortgage Company||Cleveland, OH||Oct 2015 - Apr 2016||< 1|
|Redstone||Cleveland, OH||Apr 2014 - Sep 2014||< 1|
|Northwestern Mutual||Cleveland, OH||Nov 2013 - May 2014||< 1|
|Yokiel Properties||Cleveland, OH||Sep 2012 - Nov 2013||1|
|University Of Nevada Las Vegas||Las Vegas, NV||Sep 2007 - Sep 2012||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2017|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management21,657MILLIONS
Total Number of Accounts129,028ACCOUNTS
Average Account Value$167,850
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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