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Marco Monroy

PNC Investments

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About Marco Monroy

Marco Monroy is a financial advisor currently registered with PNC Investments. Marco has been in the financial services industry since October 24, 2007, and holds a Series 6, 7, 63, and 66 license. Marco has prior experience with WELLS FARGO CLEARING SERVICES, LLC, BBVA SECURITIES INC., J.P. MORGAN SECURITIES LLC, and CHASE INVESTMENT SERVICES CORP. Marco specializes in retirement planning, mutual funds, and variable annuities. Marco has been with PNC Investments since February 2024.

Firm Information

Marco Monroy 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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Marco Monroy’s Registration & Firm History

AZ

03/07/2024 - Present

PNC Investments (GREEN VALLEY AZ)

AZ

05/25/2016 - 02/27/2024

WELLS FARGO CLEARING SERVICES, LLC (GREEN VALLEY AZ)

AZ

08/21/2013 - 06/30/2014

BBVA SECURITIES INC. (GREEN VALLEY AZ)

AZ

10/01/2012 - 07/16/2013

J.P. MORGAN SECURITIES LLC (NOGALES AZ)

AZ

10/26/2005 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (NOGALES AZ)

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Licenses & Designations

BOTH

Issued 04/22/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/03/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/2017

Series 7 - General Securities Representative Examination

BC

Issued 10/25/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marco Monroy.
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