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Angela M. Guajardo

PNC Investments

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About Angela M. Guajardo

Angela Guajardo is a financial advisor with PNC Investments in THE WOODLANDS, TX. Angela has been in the industry since October 27, 2002. Angela has a Series 6, 7, and 63 licenses, and the SIE exam. Angela has been registered with PNC Investments since August 23, 2021. Previously Angela worked at BBVA Securities Inc. from May 16, 2013 to August 23, 2021. Before that, Angela worked at BBVA Compass Investment Solutions, Inc from April 5, 2011 to May 16, 2013. Angela has a wide range of experience in the financial services industry, and is committed to providing her clients with the highest level of service. Angela specializes in providing financial planning and investment advice to individuals and families. Angela is dedicated to helping her clients achieve their financial goals.

Firm Information

Angela Guajardo 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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Angela Guajardo’s Registration & Firm History

TX

08/23/2021 - Present

PNC Investments (THE WOODLANDS TX)

TX

05/16/2013 - 08/23/2021

BBVA SECURITIES INC. (SPRING TX)

TX

04/05/2011 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (THE WOODLANDS TX)

TX

06/18/2010 - 02/18/2011

CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)

TX

10/14/2005 - 01/29/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (HOUSTON TX)

CA

03/26/2004 - 09/09/2005

FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)

CA

07/14/2003 - 12/31/2003

FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)

IL

09/25/2000 - 04/09/2003

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

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Licenses & Designations

BC

Issued 04/26/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2015

Series 7 - General Securities Representative Examination

BC

Issued 09/22/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angela M. Guajardo.
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