Purnima Mahindrakar, financial advisor Clinton NJ
88 score

Purnima Mahindrakar

CRD Number: 6333868
Current Firm: Pnc Investments

Purnima Mahindrakar (CRD# 6333868) is an Investment Advisor Representative working at Pnc Investments in Clinton, NJ and has over 2 years of experience in the finance industry.

Similar Advisors
John Middleton, financial advisor Clinton NJ
John P. Middleton
CRD# 2267593
Brighton Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor Clinton NJ
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Similar Advisors
Harvey Fram, financial advisor Clinton NJ
Harvey J. Fram
CRD# 2154776
Constantia Capital LLC
Score
103
Company Name Location Dates Years
Pnc Bank Clinton, NJ May 2014 - Current 2
Pnc Investments LLC Pittsburgh, NJ May 2014 - Current 2
Pnc Bank Clinton, NJ Apr 2007 - May 2014 7
Pnc Bank Flemington, NJ Dec 2006 - Apr 2007 < 1
Pnc Bank Martinsville, NJ Jun 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Purnima Mahindrakar
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Purnima Mahindrakar and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.