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Claudia Mae Simon

PNC Capital Markets LLC

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About Claudia Mae Simon

Claudia Mae Simon is a financial professional with PNC Capital Markets LLC. Claudia has a Series 7TO and Series 63 license and her primary office is located in Pittsburgh, PA. Claudia joined PNC Capital Markets LLC in November 2022.

Firm Information

Claudia Simon is currently registered with PNC Capital Markets LLC. PNC Capital Markets LLC is a Limited Liability Company formed in December 2005. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. PNC Capital Markets LLC has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

489

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.

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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Claudia Simon’s Registration & Firm History

PA

11/15/2022 - Present

PNC Capital Markets LLC (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 12/09/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/14/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Claudia Mae Simon.
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