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Erich James Heger

PNC Investments

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About Erich James Heger

Erich Heger is a financial advisor with over 12 years of experience in the industry. Erich is currently registered with PNC Investments in Chicago, Illinois. Prior to joining PNC Investments, Erich worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, Illinois. Erich has earned the Series 7, Series 9, Series 10, and Series 66 securities licenses. Erich specializes in providing financial planning, portfolio management, and investment management services to individuals, businesses, pension plans, and charitable organizations.

Firm Information

Erich Heger 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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Erich Heger’s Registration & Firm History

IL

06/02/2022 - Present

PNC Investments (CHICAGO IL)

IL

01/01/2010 - 05/31/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 01/14/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/11/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/15/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erich James Heger.
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