Unclaimed
Brian Betz is a registered investment advisor representative with PNC Investments. Brian is licensed in all 50 states. Brian's career spans more than two years in the financial industry. Brian earned the Series 63, 65 and 7 licenses. Brian has the Series SIE license and has demonstrated knowledge and experience in the financial services industry. PNC Investments, located in Pittsburgh, Pennsylvania, has a team of licensed agents, investment advisor representatives and registered representatives who can advise a variety of client types on a wide range of investment products and services.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
03/11/2019 - Present
PNC Investments (PITTSBURGH PA)
IA
Issued 09/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Brian Betz is the right advisor for you? Invested Better is here to help.