linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joshua McCoy

PNC Investments

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

About Joshua McCoy

Joshua McCoy is a financial advisor with PNC Investments. Joshua has been in the financial services industry since 2019. Joshua has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations. Joshua holds a Series 7, Series 66 and Series 24 license.

Firm Information

Joshua McCoy 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.

Joshua McCoy’s Registration & Firm History

OH

06/03/2022 - Present

PNC Investments (East Liverpool OH)

NY

01/07/2022 - 06/03/2022

CADARET, GRANT & CO., INC. (SYRACUSE NY)

PA

08/16/2019 - 12/31/2021

MML INVESTORS SERVICES, LLC (PITTSBURGH PA)

PA

07/09/2019 - 08/15/2019

AXA ADVISORS, LLC (WASHINGTON PA)

Not sure if Joshua McCoy is right for you?

Licenses & Designations

BOTH

Issued 09/09/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/01/2020

Series 24 - General Securities Principal Examination

BC

Issued 07/09/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/03/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua McCoy.
Not sure if Joshua McCoy is right for you?