linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Katherine Wethington

PNC Investments

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

About Katherine Wethington

Katherine Wethington is a financial advisor with PNC Investments. Katherine has been in the financial industry since 2002 and is currently registered to provide investment advice in 42 states. Katherine holds several industry licenses and certifications including the Series 7, 63 and 66. Katherine has previously worked at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Thrivent Investment Management Inc., and A. G. Edwards & Sons, Inc.

Firm Information

Katherine Wethington 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.

Katherine Wethington’s Registration & Firm History

KY

09/27/2022 - Present

PNC Investments (Burkesville KY)

IN

12/04/2015 - 03/25/2021

UBS FINANCIAL SERVICES INC. (INDIANAPOLIS IN)

IN

06/23/2008 - 12/08/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)

IN

07/16/2007 - 06/03/2008

THRIVENT INVESTMENT MANAGEMENT INC. (INDIANAPOLIS IN)

IN

03/07/2002 - 07/12/2007

A. G. EDWARDS & SONS, INC. (INDIANAPOLIS IN)

TX

11/18/1999 - 07/05/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

Not sure if Katherine Wethington is right for you?

Licenses & Designations

BOTH

Issued 08/09/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/02/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katherine Wethington.
Not sure if Katherine Wethington is right for you?