Katrina Geis, financial advisor Fishers IN
90 score

Katrina Geis

CRD Number: 6161324
Current Firm: Pnc Investments

Katrina Geis (CRD# 6161324) is an Investment Advisor Representative working at Pnc Investments in Fishers, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Indianapolis, IN Oct 2014 - Current 2
Pnc Bank Indianapolis, IN Oct 2014 - Current 2
Fidelity Brokerage Services LLC Covington, KY Jan 2013 - Sep 2014 1
Unemployed Cincinnati, OH Jun 2012 - Jan 2013 < 1
University Of Cincinnati Cincinnati, OH Mar 2012 - Jun 2012 < 1
University Of Cincinnati Cincinnati, OH Sep 2006 - Jun 2012 5
Pnc Bank Cincinnati, OH Aug 2008 - Sep 2011 3
Cincinnati State Cincinnati, OH Oct 2007 - Aug 2008 < 1
Cincinnati Tan Company Cincinnati, OH Mar 2004 - Aug 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Katrina M. Geis
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • IN
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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