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Helena K Sledz

PNC Investments

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About Helena K Sledz

Helena Sledz is a financial advisor with PNC Investments, a company that provides financial services to individuals and businesses. Helena has over 18 years of experience in the financial industry. Helena is registered in eight states and holds the Series 6, Series 7, and Series 63 licenses. Helena specializes in portfolio management for individuals and businesses. She has experience in various financial products, including mutual funds, variable annuities, and exchange-traded funds.

Firm Information

Helena Sledz 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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Helena Sledz’s Registration & Firm History

IN

11/13/2009 - Present

PNC Investments (MISHAWAKA IN)

OH

01/25/2008 - 11/13/2009

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

IL

05/11/2005 - 01/31/2008

INVEST FINANCIAL CORPORATION (CHICAGO IL)

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Licenses & Designations

BC

Issued 07/30/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/2011

Series 7 - General Securities Representative Examination

BC

Issued 05/10/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Helena K Sledz.
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