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Cynthia Danker merritt

PNC Investments

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About Cynthia Danker merritt

Cynthia Danker Merritt is a financial advisor with over 16 years of experience in the financial industry. Cynthia is currently registered with PNC Investments and is a registered investment advisor. Cynthia has a broad range of experience and is able to provide a variety of financial services to her clients. She has a variety of licenses including the Series 6, 7, 63, 65, and 24. Cynthia is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals.

Firm Information

Cynthia Danker merritt 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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Cynthia Danker merritt’s Registration & Firm History

FL

08/23/2017 - Present

PNC Investments (VENICE FL)

NC

12/14/2011 - 06/01/2012

PRINCOR FINANCIAL SERVICES CORPORATION (FAYETTEVILLE NC)

NC

06/01/2009 - 09/22/2011

MORGAN STANLEY SMITH BARNEY (FAYETTEVILLE NC)

NC

02/04/2009 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (FAYETTEVILLE NC)

NC

06/29/2005 - 02/10/2009

PRINCOR FINANCIAL SERVICES CORPORATION (FAYETTEVILLE NC)

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Licenses & Designations

IA

Issued 04/28/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/27/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2009

Series 7 - General Securities Representative Examination

BC

Issued 06/27/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cynthia Danker merritt.
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