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Kevin James Cottrell

PNC Investments

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About Kevin James Cottrell

Kevin Cottrell is a registered representative with PNC Investments, a firm with a long history in financial services. Kevin has been in the industry since 2007 and has experience working with various clients, including individuals, corporations, and charitable organizations. Kevin holds Series 7 and 66 licenses and the SIE exam. He is registered in several states, including Florida, New Jersey, Pennsylvania, South Carolina, Virginia and Washington.

Firm Information

Kevin Cottrell 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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Kevin Cottrell’s Registration & Firm History

NJ

02/25/2013 - Present

PNC Investments (WEST WINDSOR NJ)

NJ

09/19/2012 - 03/05/2013

SANTANDER SECURITIES LLC (MANALAPAN NJ)

NJ

06/06/2012 - 09/19/2012

LPL FINANCIAL LLC (MANALAPAN NJ)

NY

07/02/2010 - 05/03/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NJ

04/23/2007 - 05/14/2010

AXA ADVISORS, LLC (TOMS RIVER NJ)

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Licenses & Designations

BOTH

Issued 06/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin James Cottrell.
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