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Meghan Leigh Stone

PNC Investments

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About Meghan Leigh Stone

Meghan Leigh Stone is a financial advisor with PNC Investments, a firm with a long history of providing investment services. Meghan has been in the industry since 2008 and has a broad range of experience serving clients. She has held licenses with several firms, including CCO Investment Services Corp. and LPL Financial LLC. Meghan specializes in portfolio management for individuals and businesses.

Firm Information

Meghan Stone 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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Meghan Stone’s Registration & Firm History

PA

02/27/2015 - Present

PNC Investments (MEADVILLE PA)

PA

06/30/2014 - 03/06/2015

CCO INVESTMENT SERVICES CORP. (SLIPPERY ROCK PA)

PA

01/06/2011 - 07/09/2014

LPL FINANCIAL LLC (ERIE PA)

CO

02/25/2008 - 11/18/2010

METLIFE SECURITIES INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 02/28/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/02/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2009

Series 7 - General Securities Representative Examination

BC

Issued 02/22/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Meghan Leigh Stone. Review regulatory record here.
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