linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Isidro Garcia-loera

PNC Investments

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

About Isidro Garcia-loera

Isidro Garcia-loera is a financial advisor who has been in the industry since 2004. Isidro is currently registered with PNC Investments and has been with the firm since 2021. Prior to joining PNC Investments, Isidro has held positions at BBVA Securities Inc., Lincoln Financial Securities Corporation, Woodbury Financial Services, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. Isidro has a broad range of experience in the financial industry, and is dedicated to helping clients achieve their financial goals.

Firm Information

Isidro Garcia-loera 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.

Isidro Garcia-loera’s Registration & Firm History

TX

09/17/2021 - Present

PNC Investments (EL PASO TX)

TX

04/09/2015 - 09/17/2021

BBVA SECURITIES INC. (EL PASO TX)

TX

12/12/2011 - 09/04/2014

LINCOLN FINANCIAL SECURITIES CORPORATION (EL PASO TX)

TX

10/20/2003 - 11/30/2009

WOODBURY FINANCIAL SERVICES, INC. (EL PASO TX)

MA

04/03/2002 - 10/22/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

04/03/2002 - 10/22/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

Not sure if Isidro Garcia-loera is right for you?

Licenses & Designations

BC

Issued 04/10/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Isidro Garcia-loera.
Not sure if Isidro Garcia-loera is right for you?