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Marco Tulio Guevara

PNC Investments

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About Marco Tulio Guevara

Marco Guevara is an Investment Advisor Representative with PNC Investments. Marco has been in the financial industry for 6 years. Marco is licensed in 29 states including Texas, Pennsylvania and New Mexico. Marco holds several licenses including Series 7, Series 6, and Series 63. Marco is registered as a Broker Dealer. Marco's career in the financial industry started at Purshe Kaplan Sterling Investments in 2016. Marco holds licenses from FINRA and is registered with the SEC.

Firm Information

Marco Guevara 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 Guevara’s Registration & Firm History

TX

02/17/2021 - Present

PNC Investments (Austin TX)

DE

08/27/2019 - 03/02/2021

J.P. MORGAN SECURITIES LLC (NEWARK DE)

PA

09/10/2018 - 08/08/2019

PNC INVESTMENTS (YARDLEY PA)

PA

02/15/2016 - 05/08/2017

PURSHE KAPLAN STERLING INVESTMENTS (Philadelphia PA)

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Licenses & Designations

IA

Issued 03/15/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/30/2018

Series 7 - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2016

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 Tulio Guevara.
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