Sharlee Zalewski (CRD# 5445126) is an Investment Advisor Representative working at Pnc Investments in Kalamazoo, MI and has over 7 years of experience in the finance industry.
CRD# 5812169
Prudential Financial Planning Services
Score
98
CRD# 5781821
Cambridge Investment Research Advisors, Inc.
Score
98
CRD# 5768463
Lvm Capital Management Ltd
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Portage, MI | Nov 2013 - Current | 4 |
| Pnc Investments | Portage, MI | Jan 2013 - Nov 2013 | < 1 |
| Pnc Bank | Portage, MI | Jan 2013 - Nov 2013 | < 1 |
| Bank Of America, N.a. | Portage, MI | Apr 2012 - Jan 2013 | < 1 |
| Merrill Lynch, Pierce, Fenner And Smith, Inc. | Portage, MI | Feb 2012 - Jan 2013 | < 1 |
| Edward Jones | South Bend, IN | Jul 2010 - Feb 2012 | 1 |
| Meijer | South Bend, IN | Jun 2009 - Jul 2010 | 1 |
| Meijer Stores Ltp Partnership | Grand Rapids, MI | Jun 2009 - Jun 2010 | 1 |
| Edward Jones | Sturgis, MI | Aug 2007 - Jun 2009 | 1 |
| Western Michigan University | Kalamazoo, MI | Aug 2005 - Jun 2009 | 3 |
| Western Michigan University | Kalamazoo, MI | Aug 2005 - Apr 2009 | 3 |
| Heb | San Antonio, TX | Jun 2008 - Aug 2008 | < 1 |
| Bob Evans | Portage, MI | Feb 2006 - Jul 2008 | 2 |
| Western Michigan University | Kalamazoo, MI | Aug 2007 - Apr 2008 | < 1 |
| Red Robin | Portage, MI | Jul 2007 - Apr 2008 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- MI
-
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)
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