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Edward Palacios

PNC Investments

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About Edward Palacios

Edward Palacios is a financial advisor with PNC Investments. Edward has been a registered representative for over 20 years and has a wide range of experience in the industry. Edward is registered to provide investment advice in 14 states and has a strong track record of helping clients achieve their financial goals. Edward is committed to providing personalized financial advice and helping clients build a strong financial foundation.

Firm Information

Edward Palacios 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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Edward Palacios’s Registration & Firm History

FL

08/22/2016 - Present

PNC Investments (WESLEY CHAPEL FL)

FL

04/13/2011 - 07/25/2016

FIFTH THIRD SECURITIES, INC. (INDIAN SHORES FL)

FL

09/14/2009 - 02/24/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)

FL

03/26/2003 - 08/24/2009

WELLS FARGO ADVISORS, LLC (SAN ANTONIO FL)

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Licenses & Designations

BOTH

Issued 06/26/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/27/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2006

Series 7 - General Securities Representative Examination

BC

Issued 03/24/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Palacios.
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