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Andrea D Gutierrez

PNC Investments

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About Andrea D Gutierrez

Andrea Gutierrez is an active investment advisor representative with PNC Investments. Andrea has been in the industry since 2021 and has a strong track record of success in helping clients reach their financial goals. Andrea is registered in 51 states and the District of Columbia. She holds a Series 63, Series 65, and Series 7 licenses. Andrea has previously worked for PRIVATE CLIENT SERVICES, LLC and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Andrea is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Andrea Gutierrez 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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Andrea Gutierrez’s Registration & Firm History

NC

05/22/2023 - Present

PNC Investments (Albemarle NC)

NC

07/18/2022 - 05/08/2023

PRIVATE CLIENT SERVICES, LLC (ALBEMARLE NC)

NC

12/07/2020 - 05/26/2022

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 08/13/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/11/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/11/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/07/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/25/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrea D Gutierrez.
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