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Brian J Moser

PNC Investments

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About Brian J Moser

Brian Moser is an investment advisor representative with PNC Investments. Brian has been in the industry since 2004 and is registered in Delaware, Maryland, and Virginia. Brian has passed the Series 66, Series 7, Series 9, Series 10, Series 23, and Series 24 exams. Brian has experience working at Spire Securities, LLC, and Wells Fargo Advisors, LLC. Brian specializes in Portfolio Management for Individuals and Businesses, as well as Selection of Other Advisors.

Firm Information

Brian Moser 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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Brian Moser’s Registration & Firm History

DE

08/03/2015 - Present

PNC Investments (WILMINGTON DE)

VA

02/26/2014 - 07/22/2015

SPIRE SECURITIES, LLC (RESTON VA)

MD

08/05/2013 - 02/27/2014

WELLS FARGO ADVISORS, LLC (HAGERSTOWN MD)

CA

01/01/2008 - 07/20/2011

WELLS FARGO ADVISORS, LLC (INDIAN WELLS CA)

CA

10/16/2002 - 01/03/2008

A. G. EDWARDS & SONS, INC. (PALM SPRINGS CA)

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Licenses & Designations

BOTH

Issued 08/29/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 07/28/2014

Series 23 - General Securities Principal Sales Supervisor

BC

Issued 03/27/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/16/2006

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian J Moser.
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