Heather Kocsis, financial advisor Fraser MI
90 score

Heather Kocsis

CRD 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 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments, LLC St. Clari Shores, MI Jan 2015 - Current 1
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
Unemployed Grand Rapids, MI Oct 2006 - Feb 2007 < 1
Benefit Management Administrators, Inc. Caledonia, MI Nov 2003 - Oct 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Heather M. Kocsis
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • MI
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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