Cheryl Valentine, financial advisor Saginaw MI
93 score

Cheryl Valentine

CRD Number: 2979434
Current Firm: Pnc Investments

Cheryl Valentine (CRD# 2979434) is an Investment Advisor Representative working at Pnc Investments in Saginaw, MI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Saginaw, MI Nov 2009 - Current 7
Natcity Investments Saginaw, MI Nov 2002 - Nov 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Mar 2007
Contact Info for Cheryl A. Valentine
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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