linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Heather Leigh Follis

PNC Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Heather? Claim Your Profile

About Heather Leigh Follis

Heather Leigh Follis is a registered representative with PNC Investments. Heather has been in the securities industry since 2002. Heather is licensed to conduct business in 13 states and has experience with investments, securities, and other financial services. Heather is qualified to provide portfolio management for individuals and businesses, and can also assist with selection of other advisors.

Firm Information

Heather Follis 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Heather Follis’s Registration & Firm History

MD

07/08/2016 - Present

PNC Investments (ELLICOT CITY MD)

MD

08/31/2005 - 09/17/2007

MERCANTILE BROKERAGE SERVICES, INC. (REISTERSTOWN MD)

MO

07/29/2003 - 08/25/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

FL

03/15/2002 - 06/20/2003

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

Not sure if Heather Leigh Follis is right for you?

Licenses & Designations

BOTH

Issued 07/08/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/16/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heather Leigh Follis.
Not sure if Heather Leigh Follis is right for you?