Mark Wilkosz, financial advisor Erie PA
90 score

Mark Wilkosz

CRD Number: 6019855
Current Firm: Pnc Investments

Mark Wilkosz (CRD# 6019855) is an Investment Advisor Representative working at Pnc Investments in Erie, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Bank Erie, PA Feb 2015 - Current 1
Pnc Investments Erie, PA Feb 2015 - Current 1
Pnc Investments Hermitage, PA Oct 2013 - Feb 2015 1
Pnc Bank Hermitage, PA Oct 2013 - Feb 2015 1
Axa Advisors Erie, PA Feb 2012 - Oct 2013 1
Unemployed Lake City, PA Jan 2012 - Feb 2012 < 1
Verizon Erie, PA Jun 2004 - Jan 2012 7
Mercyhurst College Erie, PA Mar 2004 - Nov 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Mark G. Wilkosz
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • PA
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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