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Mark Patenaude

PNC Investments

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About Mark Patenaude

Mark Patenaude is a financial advisor who has been in the industry since 2020. Mark is currently registered with PNC Investments and is also registered as an Investment Advisor Representative. Previously, Mark was a Financial Advisor with Thrivent Investment Management Inc. Mark's areas of expertise include Retirement Planning, Estate Planning, and College Savings. Mark's current focus is on working with clients to achieve their financial goals through comprehensive financial planning and investment management. Mark is committed to providing personalized service to each of his clients and helping them make informed decisions about their financial future.

Firm Information

Mark Patenaude 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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Mark Patenaude’s Registration & Firm History

TX

01/22/2024 - Present

PNC Investments (FORT WORTH TX)

TX

05/14/2020 - 01/23/2024

THRIVENT INVESTMENT MANAGEMENT INC. (Benbrook TX)

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Licenses & Designations

BOTH

Issued 05/14/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/07/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark Patenaude. Review regulatory record here.
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