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Juan Velazquez

PNC Investments

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About Juan Velazquez

Juan Velazquez is a financial advisor registered with PNC Investments. Juan is also a Registered Representative (RR) with the Financial Industry Regulatory Authority (FINRA) and has held this position since October 2024. Juan has been in the financial services industry since December 2022. Prior to joining PNC Investments, Juan worked as a financial advisor at VALIC Financial Advisors, INC. Juan holds the Series 66, Series 7TO, and SIE licenses and has specialized in providing services to individuals, corporations, and other businesses.

Firm Information

Juan Velazquez 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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Juan Velazquez’s Registration & Firm History

TX

10/11/2024 - Present

PNC Investments (ANGLETON TX)

TX

07/07/2022 - 11/04/2022

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 08/31/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/06/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Juan Velazquez.
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