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Matthew Paul Belcher

PNC Investments

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About Matthew Paul Belcher

Matthew Belcher is a registered representative and investment advisor with over 20 years of experience in the financial services industry. Matthew has held positions with prominent firms such as UBS Financial Services Inc., Wells Fargo Advisors, LLC and Securities America, Inc. Currently, Matthew is associated with PNC Investments as a registered representative. He is also registered as an investment advisor representative in North Carolina. Matthew is a dedicated professional who has earned the Series 7, Series 63, Series 65 and SIE licenses. Matthew has been actively involved in the financial services industry since 2002. Matthew has provided financial services to a wide range of clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.

Firm Information

Matthew Belcher 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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Matthew Belcher’s Registration & Firm History

NC

09/24/2012 - Present

PNC Investments (RALEIGH NC)

NC

06/21/2010 - 09/21/2012

SECURITIES AMERICA, INC. (DURHAM NC)

NC

12/06/2004 - 06/24/2010

WELLS FARGO ADVISORS, LLC (RALEIGH NC)

NJ

10/17/2002 - 07/06/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 11/27/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/26/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Paul Belcher.
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