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Jay Kyle Heidt

PNC Investments

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About Jay Kyle Heidt

Jay Kyle Heidt is a registered investment advisor representative with PNC Investments in Franklin, New Jersey. Jay has been in the securities industry since 1983. Jay holds Series 7, 63, 65 and 72 licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Jay previously worked at J.J.B. Hilliard, W.L. Lyons, Inc., PNC Brokerage Corp, Chemical Investor Services, Inc., MDS Securities Incorporated, Hartford Equity Sales Company Inc., Wall Street Investor Services, Gruntal & Co. Incorporated, Mabon, Nugent & Co., and First Monmouth Securities Corp.

Firm Information

Jay Heidt 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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Jay Heidt’s Registration & Firm History

NJ

10/29/2004 - Present

PNC Investments (FRANKLIN NJ)

KY

06/01/2002 - 01/01/2004

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

PA

09/27/1995 - 06/01/2002

PNC BROKERAGE CORP (PITTSBURGH PA)

NA

04/23/1993 - 10/12/1995

CHEMICAL INVESTOR SERVICES, INC.

IN

01/11/1994 - 10/10/1995

MDS SECURITIES INCORPORATED (CARMEL IN)

CT

06/17/1993 - 12/20/1993

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

NY

12/03/1990 - 04/16/1993

WALL STREET INVESTOR SERVICES (NEW YORK NY)

NY

04/17/1989 - 12/06/1990

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

NA

07/17/1986 - 05/02/1989

MABON, NUGENT & CO.

NA

11/22/1983 - 07/28/1986

FIRST MONMOUTH SECURITIES CORP.

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Licenses & Designations

IA

Issued 10/26/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/05/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 72 - Government Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jay Kyle Heidt.
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