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Estela Sotelo

PNC Investments

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About Estela Sotelo

Estela Sotelo is a financial advisor at PNC Investments. Estela has over 20 years of experience in the financial services industry. She is registered with the state of Texas to provide investment advisory services. Estela holds FINRA Series 7 and 66 licenses, as well as the SIE Exam. Previously Estela was with BBVA Securities Inc. for 8 years and BBVA Compass Investment Solutions, Inc for 8 years.

Firm Information

Estela Sotelo 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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Estela Sotelo’s Registration & Firm History

TX

08/23/2021 - Present

PNC Investments (Austin TX)

TX

05/16/2013 - 08/23/2021

BBVA SECURITIES INC. (SAN ANTONIO TX)

TX

04/04/2005 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (HELOTES TX)

IL

05/22/2001 - 08/19/2003

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MN

10/11/2000 - 02/13/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/11/2000 - 02/13/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/01/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Estela Sotelo.
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