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Francis Ronald Medley

PNC Investments

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About Francis Ronald Medley

Francis Medley is a financial advisor at PNC Investments. Francis has been in the financial services industry since 2016, working with a range of clients, including individuals, corporations, and charitable organizations. Francis holds Series 6, 7TO, 63 and 66 securities licenses.

Firm Information

Francis Medley 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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Francis Medley’s Registration & Firm History

KY

05/15/2024 - Present

PNC Investments (MT. WASHINGTON KY)

KY

06/05/2023 - 05/09/2024

U.S. BANCORP INVESTMENTS, INC. (LOUISVILLE KY)

KY

04/19/2023 - 05/26/2023

PNC INVESTMENTS (LOUISVILLE KY)

KY

10/13/2016 - 04/11/2023

J.P. MORGAN SECURITIES LLC (LOUISVILLE KY)

KY

08/05/2016 - 09/12/2016

FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)

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Licenses & Designations

BOTH

Issued 10/16/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/16/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Francis Ronald Medley.
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