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Chad Robert Lossie

PNC Investments

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About Chad Robert Lossie

Chad Lossie is a financial advisor with PNC Investments. Chad has been in the financial services industry since 2010. Chad is registered with FINRA as a registered representative and holds the Series 7 and Series 66 licenses. Chad holds the Series 7 and Series 66 licenses. Chad is also registered with the states of North Carolina, Florida, Georgia, Illinois, New Jersey, Ohio, Pennsylvania, South Carolina and Virginia. Chad provides a range of financial services including portfolio management for individuals and businesses, as well as selection of other advisors. Chad has experience working with clients such as charitable organizations, pension and profit sharing plans, corporations, individuals, and high net worth individuals.

Firm Information

Chad Lossie 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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Chad Lossie’s Registration & Firm History

NC

01/06/2016 - Present

PNC Investments (Charlotte NC)

PA

09/17/2010 - 08/16/2013

AXA ADVISORS, LLC (ERIE PA)

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Licenses & Designations

BOTH

Issued 12/21/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Robert Lossie.
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