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John L Veal

PNC Investments

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About John L Veal

John Veal is a financial advisor with PNC Investments, a firm that offers a variety of financial services, including portfolio management and investment advisory services. John is registered to offer investment advisory services in Wisconsin. John has been in the financial services industry since 2015 and has a strong background in helping clients with their financial planning needs. John holds the Series 7, Series 63 and Series 65 licenses, in addition to the SIE exam. John works with clients of various types, including high-net-worth individuals, corporations, and charitable organizations. John provides investment advisory services in states including Illinois, Michigan, Texas, Virginia and Wisconsin.

Firm Information

John Veal 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 Veal’s Registration & Firm History

WI

02/18/2021 - Present

PNC Investments (MILWAUKEE WI)

WI

12/11/2019 - 02/08/2021

NYLIFE SECURITIES LLC (MILWAUKEE WI)

WI

01/03/2019 - 10/17/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FRANKLIN WI)

WI

02/24/2015 - 11/01/2018

WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)

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Licenses & Designations

IA

Issued 09/21/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John L Veal.
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