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Jozsef Nandor Szadvari iii

PNC Investments

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About Jozsef Nandor Szadvari iii

Jozsef Nandor Szadvari iii is a financial advisor with PNC Investments. Jozsef Nandor Szadvari iii is a registered representative and investment advisor representative in Virginia. Jozsef Nandor Szadvari iii has been in the financial services industry since 2007. Before joining PNC Investments, Jozsef Nandor Szadvari iii worked at Wells Fargo Advisors, LLC. Jozsef Nandor Szadvari iii is a Series 6, Series 7, Series 63, and Series 65 licensed financial advisor. Jozsef Nandor Szadvari iii specializes in providing investment advice to individuals, businesses, and retirement plans.

Firm Information

Jozsef Szadvari iii 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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Jozsef Szadvari iii’s Registration & Firm History

VA

02/05/2018 - Present

PNC Investments (WARRENTON VA)

VA

01/12/2012 - 03/07/2017

PNC INVESTMENTS (FREDERICKSBURG VA)

VA

06/02/2011 - 12/19/2011

WELLS FARGO ADVISORS, LLC (LOCUST GROVE VA)

VA

10/23/2007 - 05/03/2010

WELLS FARGO ADVISORS, LLC (FREDRICKSBURG VA)

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Licenses & Designations

IA

Issued 02/11/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/31/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2018

Series 7 - General Securities Representative Examination

BC

Issued 10/22/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jozsef Nandor Szadvari iii.
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