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Joyce V Thomas

PNC Investments

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About Joyce V Thomas

Joyce Thomas is a financial advisor with PNC Investments. Joyce is registered with the state of Ohio and is also a registered representative with FINRA. Joyce has over 10 years of experience in the financial services industry. Joyce has a broad range of experience, including portfolio management for businesses and individuals. Joyce also provides selection of other advisers for clients.

Firm Information

Joyce Thomas 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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Joyce Thomas’s Registration & Firm History

OH

07/08/2024 - Present

PNC Investments (Mogadore OH)

OH

07/11/2017 - 10/09/2018

CITIZENS SECURITIES, INC. (NORTH CANTON OH)

OH

10/01/2012 - 05/19/2017

J.P. MORGAN SECURITIES LLC (HARTVILLE OH)

OH

03/25/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (NORTH CANTON OH)

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Licenses & Designations

BOTH

Issued 07/06/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/05/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/03/2023

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joyce V Thomas. Review regulatory record here.
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