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Georgina I Willis

PNC Investments

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About Georgina I Willis

Georgina Willis is a financial advisor at PNC Investments. Georgina has over 15 years of experience in the financial services industry. Georgina is registered to provide investment advice in a number of states. Georgina is also registered to provide brokerage services through PNC Investments. Georgina has specialized in a number of financial areas including financial planning, retirement planning, and college savings. Georgina is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Georgina Willis 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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Georgina Willis’s Registration & Firm History

TX

08/23/2021 - Present

PNC Investments (HOUSTON TX)

TX

04/28/2016 - 08/23/2021

BBVA SECURITIES INC. (HOUSTON TX)

TX

04/09/2015 - 03/22/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)

TX

05/16/2013 - 04/09/2015

BBVA SECURITIES INC. (HOUSTON TX)

TX

03/06/2009 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)

TX

04/03/2006 - 11/29/2007

CHASE INVESTMENT SERVICES CORP. (KATY TX)

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Licenses & Designations

IA

Issued 10/07/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/11/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2016

Series 7 - General Securities Representative Examination

BC

Issued 04/01/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Georgina I Willis.
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