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Lizet karina Serna

PNC Investments

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About Lizet karina Serna

Lizet Karina Serna is an investment advisor representative who has been in the financial services industry since February 5, 2014. Lizet Karina Serna is currently registered with PNC Investments. Lizet Karina Serna is also registered with the following states: Alabama, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Mississippi, New Hampshire, New Mexico, New York, North Carolina, Oklahoma, Texas, Virginia, and Washington. Lizet Karina Serna holds the Series 6, 7, 63 and 66 securities licenses.

Firm Information

Lizet karina Serna 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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Lizet karina Serna’s Registration & Firm History

TX

08/23/2021 - Present

PNC Investments (LAREDO TX)

TX

02/06/2014 - 08/23/2021

BBVA SECURITIES INC. (LAREDO TX)

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Licenses & Designations

BOTH

Issued 07/14/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/12/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2017

Series 7 - General Securities Representative Examination

BC

Issued 02/06/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lizet karina Serna.
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