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Charles W Morales

PNC Investments

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About Charles W Morales

Charles Morales is a financial advisor at PNC Investments. Charles has been in the industry since 2009. He has a Series 66, Series 7 and SIE license. Charles is registered in Colorado, Florida, Michigan, Missouri, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee and Texas. He specializes in providing portfolio management for individuals and businesses, as well as selection of other advisors. PNC Investments is a firm with over 984 licensed agents, 1014 investment advisor representatives and 1163 registered representatives.

Firm Information

Charles Morales 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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Charles Morales’s Registration & Firm History

FL

01/03/2017 - Present

PNC Investments (VERO BEACH FL)

FL

10/01/2012 - 11/18/2015

J.P. MORGAN SECURITIES LLC (PORT ST LUCIE FL)

FL

01/11/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (VERO BEACH FL)

AZ

07/28/2009 - 10/29/2009

ECHOTRADE LLC (PHOENIX AZ)

AZ

04/25/2006 - 01/14/2008

ECHOTRADE LLC (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 09/29/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles W Morales.
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