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Jeffrey Allen Reed

PNC Investments

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About Jeffrey Allen Reed

Jeffrey Allen Reed is a financial advisor with PNC Investments. Jeffrey has been working in the financial services industry since 1988. Jeffrey has held previous positions with BANCNORTH INVESTMENT GROUP, INC., ESSEX NATIONAL SECURITIES, INC., SUMMIT FINANCIAL SERVICES GROUP, INC., FISERV INVESTOR SERVICES, INC., MDS SECURITIES INCORPORATED, USLIFE EQUITY SALES CORP., and PFS INVESTMENTS INC. Jeffrey's areas of specialization include retirement planning, education planning, and estate planning.

Firm Information

Jeffrey Reed 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 Reed’s Registration & Firm History

NJ

12/18/2007 - Present

PNC Investments (DEPTFORD NJ)

NJ

05/03/2006 - 11/26/2007

BANCNORTH INVESTMENT GROUP, INC. (MILLVILLE NJ)

CA

01/28/1999 - 05/04/2006

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

PA

10/21/1998 - 12/07/1998

SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)

TX

10/23/1997 - 10/21/1998

FISERV INVESTOR SERVICES, INC. (HOUSTON TX)

IN

10/15/1996 - 10/01/1997

MDS SECURITIES INCORPORATED (CARMEL IN)

NY

09/02/1994 - 09/26/1996

USLIFE EQUITY SALES CORP. (NEW YORK NY)

GA

08/24/1988 - 08/11/1994

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 09/05/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/20/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/1998

Series 7 - General Securities Representative Examination

BC

Issued 08/22/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Allen Reed. Review regulatory record here.
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