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Mary ellen Bills

PNC Investments

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About Mary ellen Bills

Mary ellen Bills is an investment advisor with over 20 years of experience in the financial services industry. She has worked with a variety of firms including Edward Jones, BBVA Compass Investment Solutions, and BBVA Securities. Mary ellen currently works at PNC Investments. She is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 63, SIE, and Series 7 licenses. Mary ellen specializes in portfolio management for individuals and businesses.

Firm Information

Mary ellen Bills 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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Mary ellen Bills’s Registration & Firm History

TX

08/23/2021 - Present

PNC Investments (Austin TX)

TX

01/23/2018 - 08/23/2021

BBVA SECURITIES INC. (GEORGETOWN TX)

TX

05/16/2013 - 01/03/2018

BBVA SECURITIES INC. (GEORGETOWN TX)

TX

01/03/2006 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (GEORGETOWN TX)

MO

12/06/2000 - 11/15/2005

EDWARD JONES (ST. LOUIS MO)

CO

03/23/1999 - 03/24/1999

JANUS DISTRIBUTORS, INC. (DENVER CO)

MN

09/03/1997 - 10/22/1997

U.S. BANCORP INVESTMENTS (SAINT PAUL MN)

OR

07/09/1996 - 09/03/1997

U.S. BANCORP SECURITIES (PORTLAND OR)

KS

04/04/1994 - 07/14/1994

WADDELL & REED, INC. (OVERLAND PARK KS)

NY

09/12/1991 - 04/16/1992

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NA

12/03/1990 - 07/05/1991

J. W. GANT & ASSOCIATES, INC.

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Licenses & Designations

BC

Issued 12/07/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mary ellen Bills. Review regulatory record here.
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