Unclaimed
Alexis Juzwick is a financial advisor with PNC Investments. Alexis is located in Pittsburgh, Pennsylvania and has been in the financial industry since April 2022. Alexis holds the Series 7TO and SIE licenses. Alexis' firm offers portfolio management services for individuals and businesses, as well as selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
10/28/2022 - Present
PNC Investments (PITTSBURGH PA)
PA
04/15/2022 - 10/12/2022
KESTRA INVESTMENT SERVICES, LLC (PITTSBURGH PA)
BC
Issued 04/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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