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Dennis Phillip Sheflyand

PNC Investments

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About Dennis Phillip Sheflyand

Dennis Sheflyand is an investment advisor representative with PNC Investments in PEPPER PIKE, OH. Dennis has been in the industry since 2002. Previously, Dennis was registered with NATCITY INVESTMENTS, INC. and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Dennis has passed the Series 63, Series 65, Series 7, and SIE exams. PNC Investments is a registered investment advisor with the SEC and has offices in Pittsburgh, PA.

Firm Information

Dennis Sheflyand 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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Dennis Sheflyand’s Registration & Firm History

OH

12/03/2012 - Present

PNC Investments (PEPPER PIKE OH)

OH

03/22/2005 - 11/13/2009

NATCITY INVESTMENTS, INC. (MACEDONIA OH)

MN

09/06/2002 - 02/17/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/06/2002 - 02/17/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 01/16/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Dennis Phillip Sheflyand. Review regulatory record here.
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