Sharlee Zalewski, financial advisor Kalamazoo MI
93 score

Sharlee Zalewski

CRD Number: 5445126
Current Firm: Pnc Investments

Sharlee Zalewski (CRD# 5445126) is an Investment Advisor Representative working at Pnc Investments in Kalamazoo, MI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Portage, MI Nov 2013 - Current 3
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
International Paper Sturgis, MI Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for Sharlee N. Zalewski
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
93
Clean Record
This advisor has a clean track record with regulators.

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