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Alvaro Villacres

PNC Investments

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About Alvaro Villacres

Alvaro Villacres is a financial advisor with PNC Investments. Alvaro has over 7 years of experience in the financial services industry. Alvaro is registered with the state of Florida as a both a Broker-Dealer and Investment Advisor Representative. Alvaro has a Series 7, Series 6, and Series 66 license. Alvaro also holds the SIE exam. Previously, Alvaro was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. Alvaro specializes in serving the needs of high-net-worth individuals, corporations, and pension and profit-sharing plans.

Firm Information

Alvaro Villacres 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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Alvaro Villacres’s Registration & Firm History

FL

07/26/2024 - Present

PNC Investments (FORT LAUDERDALE FL)

FL

10/10/2019 - 06/28/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTON FL)

FL

06/28/2017 - 09/16/2019

WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 03/27/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2018

Series 7 - General Securities Representative Examination

BC

Issued 06/28/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alvaro Villacres.
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