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Adam Joseph Peirce

PNC Investments

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About Adam Joseph Peirce

Adam Joseph Peirce is a financial advisor who has been in the industry since October 2002. Currently, Adam Joseph Peirce is registered with PNC Investments and has held registrations with NATCITY INVESTMENTS, INC.. Adam Joseph Peirce is registered as a broker-dealer in the state of Michigan, Illinois and Massachusetts and as an investment advisor in Michigan. Adam Joseph Peirce is a Certified Financial Planner.

Firm Information

Adam Peirce is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Peirce’s Registration & Firm History

MI

10/02/2023 - Present

PNC Investments (Grand Rapids MI)

MI

10/23/2002 - 11/13/2009

NATCITY INVESTMENTS, INC. (GRAND RAPIDS MI)

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Licenses & Designations

IA

Issued 08/24/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2010

Series 4 - Registered Options Principal Examination

BC

Issued 12/09/2009

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/23/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2003

Series 7 - General Securities Representative Examination

BC

Issued 10/22/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Joseph Peirce.
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