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Jeffrey Albert Braley

PNC Investments

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About Jeffrey Albert Braley

Jeffrey Braley is an investment advisor representative with PNC Investments based in Crestview, Florida. Jeffrey has been working in the financial industry since 2019. He has been with PNC Investments since December 2023. Jeffrey holds licenses for the following exams: Series 7TO, Series 63, Series 65 and SIE. Jeffrey is currently registered to provide investment advice in Alabama and Florida. Jeffrey also previously worked at WELLS FARGO CLEARING SERVICES, LLC in Fairhope, Alabama.

Firm Information

Jeffrey Braley 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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Jeffrey Braley’s Registration & Firm History

FL

12/07/2023 - Present

PNC Investments (Gulf Breeze FL)

AL

05/01/2019 - 12/15/2023

WELLS FARGO CLEARING SERVICES, LLC (FAIRHOPE AL)

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Licenses & Designations

IA

Issued 07/18/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/10/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/01/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/10/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Albert Braley.
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