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Alejandro Barrera

PNC Investments

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About Alejandro Barrera

Alejandro Barrera is an investment advisor representative at PNC Investments. Alejandro has been in the industry since September 16, 2019. Alejandro is registered with the state of Maryland and Texas for Broker-Dealer activity. Alejandro is also registered with the state of Texas as an Investment Advisor Representative. Alejandro specializes in Portfolio Management for Individuals and Businesses, as well as the Selection of Other Advisers.

Firm Information

Alejandro Barrera 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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Alejandro Barrera’s Registration & Firm History

TX

09/09/2023 - Present

PNC Investments (Dallas TX)

TX

08/29/2019 - 05/20/2023

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 09/08/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/06/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/10/2020

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/21/2020

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 08/29/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/01/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alejandro Barrera.
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