linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Robert Rokita

PNC Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Robert Rokita

John Robert Rokita is a registered representative with PNC Investments in Saginaw, MI. John Robert Rokita has been in the industry since January 1992, and is currently registered with the state of Michigan as an investment advisor representative. John Robert Rokita has previously worked with NatCity Investments, Inc., NatCity Insurance Services, Inc., InterSecurities, Inc., PB & T Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John Robert Rokita holds the Series 7, Series 63, Series 65, and SIE licenses. John Robert Rokita specializes in providing portfolio management for individuals and businesses.

Firm Information

John Rokita 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Rokita’s Registration & Firm History

MI

09/03/2010 - Present

PNC Investments (SAGINAW MI)

MI

04/23/1998 - 11/13/2009

NATCITY INVESTMENTS, INC. (FLUSHING MI)

OH

12/03/1996 - 02/01/2002

NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)

FL

07/03/1996 - 12/06/1996

INTERSECURITIES, INC. (ST. PETERSBURG FL)

OH

05/28/1996 - 07/10/1996

PB & T FINANCIAL SERVICES, INC. (COLUMBUS OH)

FL

01/23/1996 - 05/29/1996

INTERSECURITIES, INC. (ST. PETERSBURG FL)

NY

01/08/1992 - 01/16/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if John Robert Rokita is right for you?

Licenses & Designations

IA

Issued 07/26/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/16/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Robert Rokita. Review regulatory record here.
Not sure if John Robert Rokita is right for you?