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Heather Marie Chappars

PNC Investments

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About Heather Marie Chappars

Heather Marie Chappars is a registered investment advisor representative with PNC Investments. Heather has been in the financial services industry since June 2009. Heather specializes in providing financial advice to individuals, businesses, corporations, high-net-worth individuals, and pension and profit-sharing plans. Heather holds the Series 66, Series 7, Series 10, Series 9, Series 24, and SIE licenses. Heather is registered in Pennsylvania and Virginia.

Firm Information

Heather Chappars 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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Heather Chappars’s Registration & Firm History

DC

03/25/2024 - Present

PNC Investments (WASHINGTON DC)

PA

02/23/2011 - 08/12/2015

PNC INVESTMENTS (PITTSBURGH PA)

PA

11/12/2008 - 06/16/2009

LPL FINANCIAL CORPORATION (WEXFORD PA)

PA

07/09/2008 - 11/11/2008

FSC SECURITIES CORPORATION (WEXFORD PA)

PA

07/28/2006 - 07/23/2007

AMERIPRISE FINANCIAL SERVICES, INC. (CANNONSBURG PA)

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Licenses & Designations

BOTH

Issued 08/08/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/08/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/04/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/17/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heather Marie Chappars.
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