Jeffrey Yokiel (CRD# 6301933) is an Investment Advisor Representative working at Pnc Investments in Cleveland, OH and has over 7 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Cleveland, OH | Jun 2021 - Current | 2 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- OH
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Total Assets Under Management23,896MILLIONS
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Total Number of Accounts152,189ACCOUNTS
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Average Account Value$157,014
- A percentage of assets under your management
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