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Christa Lynn Wesley

PNC Investments

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About Christa Lynn Wesley

Christa Lynn Wesley is a financial advisor registered with PNC Investments in Dayton, Ohio. Christa has been working in the financial services industry since February 24, 2004. Christa has held previous positions with CUSO Financial Services, L.P., Fidelity Brokerage Services LLC, Equitable Advisors, LLC, Raymond James Financial Services, Inc., Chase Investment Services Corp., Fifth Third Securities, Inc., and Banc One Securities Corporation. Christa is licensed to provide investment advice in Indiana, Kentucky, Ohio, and Pennsylvania.

Firm Information

Christa Wesley 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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Christa Wesley’s Registration & Firm History

OH

01/13/2025 - Present

PNC Investments (DAYTON OH)

OH

03/16/2023 - 07/11/2023

CUSO FINANCIAL SERVICES, L.P. (Cincinnati OH)

KY

05/20/2022 - 03/07/2023

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

OH

07/12/2021 - 08/11/2021

EQUITABLE ADVISORS, LLC (CINCINNATI OH)

OH

05/27/2010 - 03/16/2016

RAYMOND JAMES FINANCIAL SERVICES, INC. (LEBANON OH)

OH

03/15/2006 - 04/20/2010

CHASE INVESTMENT SERVICES CORP. (DAYTON OH)

OH

01/31/2002 - 03/15/2006

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

IL

11/13/1997 - 01/15/2002

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 06/03/2022

Series 66 - Uniform Combined State Law Examination

IA

Issued 04/20/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/02/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/1999

Series 7 - General Securities Representative Examination

BC

Issued 11/11/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Christa Lynn Wesley. Review regulatory record here.
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