About this Advisor
Careena Patel is a financial advisor working out of Carrollton, Texas, with 11 years in the industry. Patel is an employee of Pnc Investments. Their career trajectory has included roles at First Niagara Securities, Fidelity Brokerage Services LLC, Bbva Securities Inc, Compass Bank, Bbva Wealth Solutions Inc, Bbva Compass Insurance Agency, Inc and Pnc Investments. Patel has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Pnc Investments is a business headquartered in Carrollton, Texas. The firm has offices in 804 locations and a total of 1,516 employees. It controls $26 billion in assets across its 150,141 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 211 charitable organizations. Of its 150,141 customer accounts, just 1% belong to high-net-worth clients who have more than $1 million in assets available to invest. Pnc Investments performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules typically vary depending on which service is offered. Fee types charged by Pnc Investments typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Pnc Investments Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Careena Patel Work History
Careena has 11 years of experience.
Bbva Securities Inc
Bbva Wealth Solutions Inc
Bbva Compass Insurance Agency, Inc
Fidelity Brokerage Services LLC
First Niagara Securities
Careena Patel has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Pnc Investments
Maryland Line, MD
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.