Heather KocsisCRD Number: 5914367
Current Firm: Pnc Investments
Heather Kocsis (CRD# 5914367) is an Investment Advisor Representative working at Pnc Investments in Fraser, MI and has over 6 years of experience in the finance industry.
Plante Moran Financial Advisors
Integrated Capital Management
Savings Coach, LLC
|Pnc Investments, LLC||St. Clari Shores, MI||Jan 2015 - Current||3|
|Pnc Bank||Birmingham, MI||Mar 2013 - Jan 2015||1|
|Pnc Investments||Birmingham, MI||Mar 2013 - Jan 2015||1|
|Morgan Stanley Smith Barney||Bloomfield Hills, MI||Apr 2011 - Mar 2013||1|
|Independent Insurance Representative||Grand Rapids, MI||Sep 2009 - Apr 2011||1|
|Bankers Life & Casualty||Grand Rapids, MI||Feb 2007 - Sep 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management14,009MILLIONS
Total Number of Accounts91,053ACCOUNTS
Average Account Value$153,857
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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