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Joseph Soltero

PNC Investments

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About Joseph Soltero

Joseph Soltero is an investment advisor representative with PNC Investments in Richmond, Texas. Joseph has been in the industry since June 14, 2013, and has experience with Morgan Stanley, E*TRADE Securities LLC, Chase Investment Services Corp, and Wells Fargo Investments, LLC. Joseph holds the Series 7, SIE, and Series 66 licenses. Joseph specializes in retirement planning, insurance, and estate planning.

Firm Information

Joseph Soltero 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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Joseph Soltero’s Registration & Firm History

TX

03/23/2024 - Present

PNC Investments (RICHMOND TX)

TX

03/23/2023 - 04/11/2024

MORGAN STANLEY (Houston TX)

TX

06/12/2017 - 09/05/2023

E*TRADE SECURITIES LLC (Houston TX)

TX

08/05/2009 - 02/08/2012

CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)

TX

02/11/2008 - 08/10/2009

WELLS FARGO INVESTMENTS, LLC (RICHMOND TX)

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Licenses & Designations

BOTH

Issued 11/03/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joseph Soltero. Review regulatory record here.
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