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Brett A Katana

PNC Investments

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About Brett A Katana

Brett Katana is a financial advisor with over 10 years of experience in the industry. Brett is a registered representative of PNC Investments and has a Series 7, 24, and 66 licenses. Brett has a strong track record of success in providing investment advice and financial planning services to individuals, families, and businesses. Brett specializes in providing investment advice for both individuals and businesses. Brett also has experience in portfolio management for individuals and businesses, as well as selection of other advisors.

Firm Information

Brett Katana 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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Brett Katana’s Registration & Firm History

OH

10/23/2019 - Present

PNC Investments (CLEVELAND OH)

OH

01/25/2017 - 10/02/2019

PNC FUNDS DISTRIBUTOR, LLC (CLEVELAND OH)

OH

03/28/2013 - 01/11/2017

PNC INVESTMENTS (CLEVELAND OH)

OH

09/19/2011 - 03/04/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTLAKE OH)

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Licenses & Designations

BOTH

Issued 11/15/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett A Katana.
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