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David Jerome Herrman

PNC Investments

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About David Jerome Herrman

David Jerome Herrman is a financial advisor with PNC Investments, a registered investment advisor. David's career in the financial industry spans over 20 years. David has extensive experience in the industry, having worked for a number of firms, including NatCity Investments, Inc. and Edward Jones. David's areas of focus include retirement planning, college savings, and estate planning. David is a highly respected financial advisor with a strong commitment to his clients' financial well-being.

Firm Information

David Herrman 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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David Herrman’s Registration & Firm History

KY

11/13/2009 - Present

PNC Investments (OWENSBORO KY)

KY

05/30/2006 - 11/13/2009

NATCITY INVESTMENTS, INC. (BOWLING GREEN KY)

OH

10/19/2004 - 10/20/2005

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

MO

04/27/2004 - 09/22/2004

EDWARD JONES (ST. LOUIS MO)

IL

07/19/2002 - 02/25/2004

HORACE MANN INVESTORS INC (SPRINGFIELD IL)

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Licenses & Designations

IA

Issued 03/05/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/29/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2004

Series 7 - General Securities Representative Examination

BC

Issued 07/18/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Jerome Herrman. Review regulatory record here.
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