Vela Caspersen, financial advisor North Canton OH
77 score

Vela Caspersen

CRD Number: 6074638
Current Firm: Pnc Investments

Vela Caspersen (CRD# 6074638) is an Investment Advisor Representative working at Pnc Investments in North Canton, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments North Canton, OH Dec 2013 - Current 3
Pnc Bank North Canton, OH Dec 2013 - Current 3
Western Southern Life Canton, OH Nov 2011 - Dec 2013 2
Unemployed/stay At Home Mom Not Provided, NY Aug 2011 - Nov 2011 < 1
Kohls Dc Wurtsboro, NY Oct 2010 - Aug 2011 < 1
Unemployed/ Stay At Home Mom Not Provided, NY Sep 2009 - Oct 2010 1
Provident Bank South Fallsburg, NY Nov 2006 - Sep 2009 2
Unemployed/ Stay At Home Mom Not Provided, NY Nov 2004 - Nov 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
S63 Uniform Securities State Law Examination Jan 2014
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Vela M. Caspersen
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • IL
  • OH
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
77

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