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Alexis Leann Fisher

PNC Investments

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About Alexis Leann Fisher

Alexis Leann Fisher is a financial advisor with PNC Investments. Alexis is a licensed professional and has a proven track record of success in the financial services industry. Alexis is passionate about helping clients achieve their financial goals. With a focus on long-term financial planning, Alexis provides personalized investment advice and guidance to individuals and families. Alexis is committed to providing exceptional service and building lasting relationships with clients.

Firm Information

Alexis Fisher 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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Alexis Fisher’s Registration & Firm History

PA

08/30/2016 - Present

PNC Investments (PITTSBURGH PA)

UT

09/29/2015 - 09/09/2016

GOLDMAN, SACHS & CO. (SALT LAKE CITY UT)

PA

06/13/2011 - 08/25/2015

PNC INVESTMENTS (PITTSBURGH PA)

PA

04/23/2008 - 04/25/2011

FIRST INVESTORS CORPORATION (CANONSBURG PA)

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Licenses & Designations

BOTH

Issued 10/10/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/08/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/2020

Series 24 - General Securities Principal Examination

BC

Issued 09/04/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2017

Series 7 - General Securities Representative Examination

BC

Issued 04/22/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexis Leann Fisher.
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