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Emily Suzanne Wagner

PNC Investments

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About Emily Suzanne Wagner

Emily Suzanne Wagner is a financial advisor with PNC Investments in Houston, TX. Emily has been in the financial services industry since 2019. Emily is registered to provide investment advice in Texas. Emily previously worked with ALLSTATE FINANCIAL SERVICES, LLC, Cambridge Investment Research, Inc., and Thrivent Investment Management Inc.

Firm Information

Emily Wagner 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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Emily Wagner’s Registration & Firm History

TX

11/04/2022 - Present

PNC Investments (HOUSTON TX)

TX

09/12/2022 - 11/01/2022

ALLSTATE FINANCIAL SERVICES, LLC (Victoria TX)

TX

01/03/2022 - 02/23/2022

CAMBRIDGE INVESTMENT RESEARCH, INC. (KATY TX)

TX

11/12/2019 - 11/12/2021

THRIVENT INVESTMENT MANAGEMENT INC. (BELLVILLE TX)

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Licenses & Designations

BC

Issued 12/27/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Emily Suzanne Wagner.
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