linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Casey Leroy Coffey

PNC Investments

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

About Casey Leroy Coffey

Casey Coffey is a financial advisor with over 10 years of experience in the industry. Casey currently works with PNC Investments and is registered with the state of Arizona. Prior to joining PNC Investments, Casey worked with BOK Financial Securities, Inc. and Vanguard Marketing Corporation, both in Scottsdale, Arizona. Casey is a Series 6, 7, 63, and 65 licensed professional and holds the SIE designation. Casey specializes in providing financial advice to individuals, businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

Casey Coffey 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.

check

selection of other advisors

Helps you choose top advisors aligned with your 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.

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

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.

Casey Coffey’s Registration & Firm History

AZ

09/05/2024 - Present

PNC Investments (MESA AZ)

AZ

03/21/2016 - 07/02/2024

BOK FINANCIAL SECURITIES, INC. (SCOTTSDALE AZ)

AZ

09/26/2013 - 03/23/2016

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

Not sure if Casey Leroy Coffey is right for you?

Licenses & Designations

IA

Issued 10/03/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/08/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/2015

Series 7 - General Securities Representative Examination

BC

Issued 09/26/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Casey Leroy Coffey.
Not sure if Casey Leroy Coffey is right for you?