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Alan Koncal

PNC Investments

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About Alan Koncal

Alan Koncal is a registered representative with PNC Investments. Alan has been in the financial services industry since 2011 and has been registered with PNC Investments since 2012. Alan has a Series 7, Series 31, Series 66 and SIE license. Alan specializes in providing financial advice to individuals, businesses and corporations. Alan has experience working with high net worth individuals, corporations, individuals other than high net worth, charitable organizations and pension and profit sharing plans.

Firm Information

Alan Koncal 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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Alan Koncal’s Registration & Firm History

KY

10/05/2023 - Present

PNC Investments (FLORENCE KY)

OH

02/07/2019 - 12/24/2021

U.S. BANCORP INVESTMENTS, INC. (WEST CHESTER OH)

OH

11/29/2016 - 10/25/2018

PNC INVESTMENTS (DAYTON OH)

OH

08/01/2012 - 12/23/2015

PNC INVESTMENTS (DAYTON OH)

OH

07/06/2011 - 06/19/2012

MORGAN STANLEY SMITH BARNEY (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 07/27/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2012

Series 31 - Futures Managed Funds Examination

BC

Issued 07/05/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Koncal.
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