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Joshua A Roller

PNC Investments

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About Joshua A Roller

Joshua Roller is a financial advisor with PNC Investments. Joshua has been in the financial services industry since 2007. Joshua works in Louisville, Kentucky. Joshua is registered in 12 states to provide investment advice. Joshua holds Series 6, 7, 24, 63 and 65 licenses, and the SIE designation. Joshua has been registered with PNC Investments since 2014. Prior to that, Joshua was a registered representative with J.P. Morgan Securities and Chase Investment Services.

Firm Information

Joshua Roller 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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Joshua Roller’s Registration & Firm History

KY

12/15/2014 - Present

PNC Investments (LOUISVILLE KY)

KY

10/01/2012 - 12/31/2013

J.P. MORGAN SECURITIES LLC (LOUISVILLE KY)

KY

03/24/2006 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 12/15/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/29/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2015

Series 7 - General Securities Representative Examination

BC

Issued 03/23/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua A Roller.
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