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Kathryn Marie Williams

PNC Investments

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About Kathryn Marie Williams

Kathryn Marie Williams is a financial advisor with PNC Investments. Kathryn is licensed to provide investment advice and is registered with the state of Pennsylvania. Kathryn has been in the financial services industry since September 2017. Kathryn has experience working with a variety of clients, including individuals, families, trusts, and businesses. Kathryn specializes in financial planning, investment management, and retirement planning. Kathryn's experience working with clients and her knowledge of the financial markets make her a valuable asset to PNC Investments.

Firm Information

Kathryn Williams 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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Kathryn Williams’s Registration & Firm History

PA

02/10/2023 - Present

PNC Investments (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 02/10/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/01/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/18/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/28/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathryn Marie Williams.
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