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Kimberly Lynn Weidner

PNC Investments

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About Kimberly Lynn Weidner

Kimberly Weidner is a financial advisor with PNC Investments based in Pittsburgh, Pennsylvania. Kimberly has been in the financial services industry since February 25, 2000. Prior to joining PNC Investments, Kimberly worked with J.J.B. HILLIARD, W.L. LYONS, INC. and PNC BROKERAGE CORP. Kimberly is registered as a Registered Representative (Series 6 and 7) and an Investment Advisor Representative (Series 65) in Pennsylvania and Texas. Kimberly also holds the Series 24 General Securities Principal Examination. Kimberly is a highly experienced financial advisor with a strong track record of success. Kimberly specializes in providing financial planning, portfolio management, and selection of other advisors services. Kimberly's experience and expertise make her a valuable resource for clients seeking to achieve their financial goals.

Firm Information

Kimberly Weidner 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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Kimberly Weidner’s Registration & Firm History

PA

01/01/2004 - Present

PNC Investments (PITTSBURGH PA)

KY

06/01/2002 - 01/01/2004

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

PA

05/10/2000 - 06/01/2002

PNC BROKERAGE CORP (PITTSBURGH PA)

NJ

01/02/2000 - 03/15/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 05/05/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/07/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 08/16/2014

Series 23 - General Securities Principal Sales Supervisor

BC

Issued 10/31/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2001

Series 7 - General Securities Representative Examination

BC

Issued 12/29/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Lynn Weidner.
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