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Eric James Palomo

PNC Investments

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About Eric James Palomo

Eric Palomo is a financial advisor associated with PNC Investments. Eric has been in the industry since January 2006 and has earned his Series 6, 7, 24, 63 and 66 licenses. PNC Investments provides a range of financial services including portfolio management for individuals and businesses, and the selection of other advisors.

Firm Information

Eric Palomo 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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Eric Palomo’s Registration & Firm History

MD

04/03/2014 - Present

PNC Investments (BEL AIR MD)

OH

04/03/2013 - 08/27/2013

ALLSTATE FINANCIAL SERVICES, LLC (SYLVANIA OH)

OH

11/13/2009 - 02/26/2013

PNC INVESTMENTS (MARYSVILLE OH)

OH

01/25/2006 - 11/13/2009

NATCITY INVESTMENTS, INC. (MARYSVILLE OH)

NY

10/10/2005 - 12/13/2005

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/31/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/21/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/17/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2013

Series 7 - General Securities Representative Examination

BC

Issued 10/07/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric James Palomo.
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