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John Kirk Waterstram

PNC Investments

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About John Kirk Waterstram

John Kirk Waterstram is a registered representative with PNC Investments in Pittsburgh, Pennsylvania. John Waterstram has been in the industry since 2003. John Waterstram is registered with the state of Pennsylvania. John Waterstram holds Series 66, Series 53, Series 24, SIE and Series 7 securities licenses. In addition to their current role, John Waterstram has previously been employed by CCO INVESTMENT SERVICES CORP. and American Express Financial Advisors Inc. John Waterstram's specializations include portfolio management for businesses and individuals.

Firm Information

John Waterstram 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 Waterstram’s Registration & Firm History

PA

03/02/2009 - Present

PNC Investments (PITTSBURGH PA)

MA

07/06/2004 - 01/30/2009

CCO INVESTMENT SERVICES CORP. (QUINCY MA)

MN

06/20/2003 - 07/02/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/20/2003 - 07/02/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/02/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/01/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/23/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Kirk Waterstram.
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