Richard Bielecki (CRD# 2234169) is an Investment Advisor Representative working at Pnc Investments in Beech Grove, IN and has over 31 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Inianapolis, IN | Apr 2021 - Current | 3 |
| Ameriprise Financial Services Inc. | Lafayette, IN | Feb 2020 - Mar 2021 | 1 |
| Bmo Harris Financial Advisor | Zionsville, IN | Feb 2018 - Nov 2019 | 1 |
| Wells Fargo Clearing Services, LLC | Indianapolis, IN | Nov 2016 - Feb 2018 | 1 |
| Wells Fargo Advisors, LLC | Indianapolis, IN | Dec 2015 - Nov 2016 | < 1 |
| J.p. Morgan Securities LLC | Crawfordsville, IN | Oct 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1992 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1992 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- 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
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