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Joseph Thomas Zymroz

PNC Investments

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About Joseph Thomas Zymroz

Joseph Zymroz is a financial professional with over 30 years of experience. Joseph has a wide range of experience, having previously worked for J.J.B. HILLIARD, W.L. LYONS, INC. and PNC BROKERAGE CORP. He is currently a registered representative with PNC Investments. Joseph holds licenses in both Broker/Dealer and Investment Advisor roles, and has a strong track record of providing investment advice and financial planning services. Joseph is committed to helping clients achieve their financial goals.

Firm Information

Joseph Zymroz 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 Zymroz’s Registration & Firm History

PA

06/23/2006 - Present

PNC Investments (PITTSBURGH PA)

PA

01/01/2004 - 04/04/2021

PNC INVESTMENTS (SOUTHPOINTE PA)

KY

04/21/1999 - 01/01/2004

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

PA

12/23/1994 - 04/21/1999

PNC BROKERAGE CORP (PITTSBURGH PA)

PA

07/23/1987 - 12/23/1994

PNC SECURITIES CORP (PITTSBURGH PA)

NA

12/04/1986 - 07/13/1987

FEDERATED SECURITIES CORP.

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Licenses & Designations

IA

Issued 05/27/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/1987

Series 7 - General Securities Representative Examination

BC

Issued 12/03/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Thomas Zymroz.
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