Allison Siegel (CRD# 5980662) is an Investment Advisor Representative working at Pnc Investments in Fort Wayne, IN and has over 12 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 3175609
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments, LLC | Pittsburgh, PA | Apr 2019 - Current | 5 |
| Fifth Third Securities | Fort Wayne, IN | Nov 2016 - Mar 2019 | 2 |
| Pnc Investments LLC | Fort Wayne, IN | Aug 2011 - Nov 2016 | 5 |
| Pnc Bank N.a. | Fort Wayne, IN | Mar 2007 - Nov 2016 | 9 |
| Pnc Bank | Fort Wayne, IN | Mar 2007 - Nov 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2011 |
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
- IN
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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
- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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