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Lisa Marie Pickering

PNC Investments

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About Lisa Marie Pickering

Lisa Pickering has been in the financial services industry since 1997. Lisa is currently registered with PNC Investments and has been with the firm since July 2017. Lisa is also registered with The Huntington Investment Company and National Planning Corporation. Lisa is a Series 7, 6, 52, 53, 63, 66 and 99TO licensed professional.

Firm Information

Lisa Pickering 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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Lisa Pickering’s Registration & Firm History

FL

07/20/2017 - Present

PNC Investments (FT. MYERS FL)

OH

08/09/2007 - 07/10/2017

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

PA

08/23/2002 - 08/01/2007

NATIONAL PLANNING CORPORATION (MONROEVILLE PA)

IL

07/03/1997 - 05/31/2002

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 05/25/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/19/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/24/2012

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/24/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2008

Series 7 - General Securities Representative Examination

BC

Issued 06/30/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Marie Pickering.
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