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Luz Velasquez

PNC Investments

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About Luz Velasquez

Luz Velasquez is an investment advisor representative with PNC Investments and has been in the industry for over 12 years. Luz is registered with the state of Texas and offers advisory services for individuals, businesses, and pooled investment vehicles. Luz specializes in providing investment advice for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Luz Velasquez 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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Luz Velasquez’s Registration & Firm History

TX

08/18/2021 - Present

PNC Investments (SPRING TX)

TX

10/22/2019 - 08/16/2021

BBVA SECURITIES INC. (SPRING TX)

TX

02/25/2019 - 09/30/2019

BOK FINANCIAL SECURITIES, INC. (HOUSTON TX)

TX

03/03/2017 - 03/08/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOMBALL TX)

TX

10/01/2012 - 10/26/2016

J.P. MORGAN SECURITIES LLC (HOUSTON TX)

TX

08/04/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (CYPRESS TX)

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Licenses & Designations

BOTH

Issued 10/17/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2011

Series 7 - General Securities Representative Examination

BC

Issued 08/03/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luz Velasquez.
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