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.
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 | 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 |
- MI
-
Total Assets Under Management11,195MILLIONS
-
Total Number of Accounts78,826ACCOUNTS
-
Average Account Value$142,023
- 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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