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Dora Marie Byxbe

PNC Investments

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About Dora Marie Byxbe

Dora Marie Byxbe is a registered investment advisor representative with PNC Investments. Dora has been in the financial services industry since February 28, 2000, and has extensive experience in the investment industry. Dora holds Series 65, 66, 7, 9, 10, 31, 99TO and SIE licenses. In addition, Dora holds registrations in Ohio and Pennsylvania. Dora has been associated with PNC Investments since August of 2012. Prior to PNC Investments, Dora was associated with Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, MML Investors Services, Inc. and Citigroup Global Markets Inc. and Dean Witter Reynolds Inc..

Firm Information

Dora Byxbe 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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Dora Byxbe’s Registration & Firm History

OH

10/02/2012 - Present

PNC Investments (CLEVELAND OH)

MO

10/08/2010 - 08/23/2012

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)

MO

04/23/2008 - 08/23/2012

WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)

NY

01/07/2005 - 03/25/2008

MML INVESTORS SERVICES, INC. (ALBANY NY)

NY

08/23/1999 - 04/16/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

03/05/1999 - 07/20/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 03/09/2009

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/15/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/01/2008

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/17/2008

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 03/04/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dora Marie Byxbe.
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