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John paul Debard

PNC Investments

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About John paul Debard

John paul Debard is an investment advisor representative at PNC Investments. John paul has been in the industry since 1995 and has a wide range of experience. John paul holds several licenses, including Series 6, 7, 63, 65, and 66. John paul has also passed the SIE exam. John paul has worked for several firms over the years, including Wachovia Securities, LLC, Wall Street Financial Group, Inc., CitiCorp Investment Services, First Union Brokerage Services, Inc., and Fleet Enterprises, Inc. John paul is currently registered in 11 states, including Delaware, Florida, Georgia, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Texas, and Virginia.

Firm Information

John paul Debard 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 paul Debard’s Registration & Firm History

PA

07/13/2011 - Present

PNC Investments (BETHLEHEM PA)

PA

05/08/2002 - 01/17/2007

WACHOVIA SECURITIES, LLC (QUAKERTOWN PA)

NY

11/02/2001 - 05/06/2002

WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)

NY

05/11/1999 - 08/21/2001

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NC

01/14/1997 - 05/04/1999

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NY

07/06/1995 - 01/17/1997

FLEET ENTERPRISES, INC. (NEW YORK NY)

NA

06/01/1993 - 07/13/1995

FINANCIAL HORIZONS SECURITIES CORPORATION

NY

06/01/1992 - 07/06/1995

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NA

11/29/1991 - 06/01/1992

CITICORP FINANCIAL SERVICES,INC.

NY

07/03/1989 - 09/27/1990

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

07/03/1989 - 09/27/1990

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/18/2011

Series 66 - Uniform Combined State Law Examination

IA

Issued 08/18/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/04/2000

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/05/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2011

Series 7 - General Securities Representative Examination

BC

Issued 06/30/1989

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 paul Debard.
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