William CasaleCRD Number: 6600088
Current Firm: Pnc Investments
William Casale (CRD# 6600088) is an Investment Advisor Representative working at Pnc Investments in Macedonia, OH and has over 4 years of experience in the finance industry.
Lpl Financial LLC
Independence Capital Company, Inc.
Strategic Wealth Partners, Ltd.
|Pnc Investments||Pittsburgh, PA||Oct 2018 - Current||3|
|Pnc Bank||Solon, OH||Jul 2017 - Oct 2018||1|
|Pnc Investments||Pittsburgh, PA||Jul 2017 - Oct 2018||1|
|Jp Morgan Securities LLC||Chesterland, OH||Dec 2015 - Jun 2017||1|
|Jpmorgan Chase Bank||Chesterland, OH||Dec 2015 - Jun 2017||1|
|Firstmerit Bank||Northfield, OH||Nov 2014 - Dec 2015||1|
|Firstmerit Bank||Northfield, OH||Oct 2013 - Nov 2014||1|
|Kent State University||Kent, OH||Aug 2011 - Dec 2013||2|
|Kent State University||Kent, OH||Jun 2013 - Oct 2013||< 1|
|Kent State University||Kent, OH||Aug 2011 - May 2013||1|
|The Learned Owl Book Shop||Hudson, OH||May 2010 - Jan 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2018|
|S63||Uniform Securities State Law Examination||Oct 2017|
Total Assets Under Management21,657MILLIONS
Total Number of Accounts129,028ACCOUNTS
Average Account Value$167,850
- 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, VI, VT, WA, WI, WV, WY
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