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Denise S. Graves

PNC Investments

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About Denise S. Graves

Denise Graves is a registered investment advisor representative with PNC Investments. Denise has been in the securities industry since 1999 and has worked for several firms, including BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. Denise has a Series 6, 7, 63, and 65 license and holds the SIE designation. Denise is also a registered investment advisor in Texas and has specialized knowledge in portfolio management for individuals and businesses.

Firm Information

Denise Graves 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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Denise Graves’s Registration & Firm History

TX

08/18/2021 - Present

PNC Investments (WACO TX)

TX

05/16/2013 - 08/16/2021

BBVA SECURITIES INC. (WACO TX)

TX

02/09/2010 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (KILLEEN TX)

TX

07/30/2001 - 12/23/2009

GUARANTY BROKERAGE SERVICES, INC. (TEMPLE TX)

VA

02/03/1999 - 07/30/2001

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

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Licenses & Designations

IA

Issued 03/06/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2003

Series 7 - General Securities Representative Examination

BC

Issued 02/02/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Denise S. Graves.
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