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Marlena Helene Stevens

PNC Capital Markets LLC

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About Marlena Helene Stevens

Marlena Stevens is a securities professional with over 17 years of experience in the financial services industry. Marlena is a registered representative with PNC Capital Markets LLC, a firm with over 100 years of experience providing financial services to individuals and businesses. Marlena holds a wide range of securities licenses, including Series 7, Series 24, Series 52TO, and Series 63. Marlena is dedicated to providing her clients with personalized financial advice and guidance.

Firm Information

Marlena Stevens is currently registered with PNC Capital Markets LLC. PNC Capital Markets LLC is a Limited Liability Company formed in December 2005. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. PNC Capital Markets LLC has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

489

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.

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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Marlena Stevens’s Registration & Firm History

PA

08/18/2006 - Present

PNC Capital Markets LLC (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 08/28/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/12/2024

Series 24 - General Securities Principal Examination

BC

Issued 09/26/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marlena Helene Stevens.
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