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Cheryl Baxter Frazier

PNC Investments

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About Cheryl Baxter Frazier

Cheryl Baxter Frazier is a financial advisor with PNC Investments in Clayton, Missouri. Cheryl has been in the financial industry since 2013. Cheryl has a Series 6, 7 and 66 license. She has a background in financial planning and portfolio management. Cheryl works with individual clients, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations.

Firm Information

Cheryl Frazier 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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Cheryl Frazier’s Registration & Firm History

MO

08/28/2019 - Present

PNC Investments (CLAYTON MO)

MO

11/27/2012 - 01/07/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT LOUIS MO)

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Licenses & Designations

BOTH

Issued 12/08/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/12/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2014

Series 7 - General Securities Representative Examination

BC

Issued 11/26/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cheryl Baxter Frazier.
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