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Dorothy J. Hulvey

PNC Investments

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About Dorothy J. Hulvey

Dorothy Hulvey is a financial professional with over 10 years of experience in the industry. Dorothy has worked for several firms including BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. Dorothy is currently registered with PNC Investments as a General Securities Representative and holds Series 7, 24, 27, 63, 99TO and SIE licenses. Dorothy specializes in providing financial advice to individuals, businesses, and institutions.

Firm Information

Dorothy Hulvey 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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Dorothy Hulvey’s Registration & Firm History

AL

01/07/2022 - Present

PNC Investments (BIRMINGHAM AL)

AL

05/16/2013 - 12/09/2021

BBVA SECURITIES INC. (BIRMINGHAM AL)

AL

02/10/2011 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (BIRMINGHAM AL)

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Licenses & Designations

BC

Issued 02/26/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/29/2018

Series 27 - Financial and Operations Principal Examination

BC

Issued 09/12/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dorothy J. Hulvey.
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