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Henry Ross Wixon

PNC Investments

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About Henry Ross Wixon

Henry Ross Wixon is an Investment Advisor Representative associated with PNC Investments, a firm headquartered in Pittsburgh, Pennsylvania. Henry is currently registered with the state of Maryland and has been in the industry since May 2023. Henry holds the Series 7, Series 66 and SIE licenses and has prior experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Henry is a specialist in providing financial services to individuals and businesses, particularly in the areas of portfolio management, investment selection, and other financial advisory services.

Firm Information

Henry Wixon 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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Henry Wixon’s Registration & Firm History

MD

11/22/2023 - Present

PNC Investments (FREDERICK MD)

MD

05/12/2023 - 11/18/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREDERICK MD)

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Licenses & Designations

BOTH

Issued 06/30/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/12/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/03/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Henry Ross Wixon.
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