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James Flatt

PNC Investments

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About James Flatt

James Flatt is a financial advisor affiliated with PNC Investments. James is registered with FINRA and holds Series 63, Series 7TO, and SIE licenses. James is experienced in providing financial services to individuals and businesses and is qualified to offer a wide range of services such as portfolio management for individuals, portfolio management for businesses, and selection of other advisors. James is licensed to provide financial advice in 51 states and the District of Columbia.

Firm Information

James Flatt 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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James Flatt’s Registration & Firm History

PA

10/28/2022 - Present

PNC Investments (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 11/29/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/08/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Flatt.
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