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Benjamin Waite

PNC Investments

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About Benjamin Waite

Benjamin Waite is a financial advisor with PNC Investments. Benjamin has been working in the financial services industry since 2018 and has experience working with several firms including AMERIPRISE FINANCIAL SERVICES, LLC, D.A. DAVIDSON & CO., and WELLS FARGO CLEARING SERVICES, LLC. Benjamin is registered with FINRA and holds the Series 66 and Series 7 licenses. Benjamin has a specialization in Insurance, Fixed Annuities, and Variable Annuities. In addition to financial advising, Benjamin is also the Managing Member of Country Corner Feed and Tack LLC.

Firm Information

Benjamin Waite 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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Benjamin Waite’s Registration & Firm History

CO

03/20/2024 - Present

PNC Investments (LONGMONT CO)

CO

04/08/2022 - 03/22/2024

AMERIPRISE FINANCIAL SERVICES, LLC (GREELEY CO)

CO

08/10/2021 - 04/07/2022

D.A. DAVIDSON & CO. (GRAND JUNCTION CO)

CO

09/26/2018 - 08/13/2021

WELLS FARGO CLEARING SERVICES, LLC (GRAND JUNCTION CO)

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Licenses & Designations

BOTH

Issued 10/25/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Waite.
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