Mike Monschein, financial advisor Erie PA
90 score

Mike Monschein

CRD Number: 5586515
Current Firm: Pnc Investments

Mike Monschein (CRD# 5586515) is an Investment Advisor Representative working at Pnc Investments in Erie, PA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Jan 2012 - Current 5
Pnc Investments Erie, PA Mar 2011 - Jan 2012 < 1
Pnc Bank Erie, PA Oct 2009 - Mar 2011 1
Best Buy Erie, PA Oct 2004 - Sep 2010 5
Ameriprise Financial Erie, PA Aug 2008 - Dec 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Mike Monschein
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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