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Jeanine Marie Guzzardi

PNC Investments

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About Jeanine Marie Guzzardi

Jeanine Marie Guzzardi is a financial advisor registered with PNC Investments and has over 34 years of experience in the industry. Jeanine has been with PNC Investments since September 2013. Before joining PNC Investments, Jeanine worked at UBS Financial Services Inc. and Citigroup Global Markets Inc. Jeanine is a Series 63, 65 and Series 7, 8, 9, 10 licensed financial advisor.

Firm Information

Jeanine Guzzardi 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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Jeanine Guzzardi’s Registration & Firm History

PA

10/04/2013 - Present

PNC Investments (PITTSBURGH PA)

PA

04/22/2009 - 10/01/2013

UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)

PA

08/07/1992 - 05/12/2009

CITIGROUP GLOBAL MARKETS INC. (SEWICKLEY PA)

NY

09/12/1990 - 07/23/1992

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

PA

08/04/1989 - 09/07/1990

COVATO/LIPSITZ, INC. (PITTSBURGH PA)

NA

05/25/1988 - 08/02/1988

BLINDER, ROBINSON & CO., INC.

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Licenses & Designations

IA

Issued 11/21/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/17/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/09/1992

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeanine Marie Guzzardi.
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