linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Annabel Louise Whiting

PNC Capital Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Annabel? Claim Your Profile

About Annabel Louise Whiting

Annabel Whiting is a financial advisor registered with PNC Capital Advisors LLC in Phoenix, Arizona. Annabel has over 18 years of experience in the financial services industry. Her previous roles include positions at BBVA Securities Inc, J.P. Morgan Securities LLC, and Credit Suisse Securities (USA) LLC. Annabel has a Series 63, 65, 7, and 24 licenses and is a registered investment advisor in Arizona. Her specializations include investments for corporations or other businesses, pooled investment vehicles, and state or municipal government entities. Annabel also holds a position as Director at Homeward Bound Inc.

Firm Information

Annabel Whiting is currently registered with PNC Capital Advisors LLC. PNC Capital Advisors LLC is an investment advisor headquartered in Baltimore, MD. They manage over $37.7 billion in assets for a variety of clients, including corporations, state and municipal government entities, insurance companies, charitable organizations, and pooled investment vehicles. They offer proprietary investment analysis services and portfolio management for businesses, individuals, and pooled investment vehicles. The firm has 31 investment adviser representatives and 23 investment advisory functions.
PNC Capital Advisors LLC

ONE EAST PRATT STREET

BALTIMORE, MD 21202

$37.70B

Assets Under Management

1

Total Clients

26

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

proprietary investment analysis services

Proprietary investment analysis services

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Annabel Whiting’s Registration & Firm History

AZ

12/02/2021 - Present

PNC Capital Advisors LLC (Phoenix AZ)

AZ

11/21/2016 - 05/07/2021

BBVA SECURITIES INC. (PHOENIX AZ)

AZ

01/10/2014 - 08/18/2016

J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)

NY

05/01/2012 - 12/19/2013

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

04/11/2006 - 06/18/2012

CREDIT SUISSE ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)

NY

04/23/2002 - 03/15/2006

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

Not sure if Annabel Louise Whiting is right for you?

Licenses & Designations

IA

Issued 01/30/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/06/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Annabel Louise Whiting.
Not sure if Annabel Louise Whiting is right for you?