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John F Lusi

PNC Investments

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About John F Lusi

John F. Lusi is a financial advisor with PNC Investments, a firm that provides investment advice and services to a variety of clients, including individuals, corporations, and charitable organizations. John has been in the financial services industry for over 20 years and has a broad range of experience in investment management, financial planning, and estate planning. John holds a Series 7, 6, 63, and 65 license. John is registered with the state of Pennsylvania and other states across the country.

Firm Information

John Lusi 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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John Lusi’s Registration & Firm History

PA

11/13/2009 - Present

PNC Investments (PITTSBURGH PA)

PA

03/27/2003 - 11/13/2009

NATCITY INVESTMENTS, INC. (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 02/11/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2006

Series 7 - General Securities Representative Examination

BC

Issued 03/25/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John F Lusi.
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