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Michael E Greene

PNC Investments

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About Michael E Greene

Michael E. Greene is a registered representative and investment advisor representative with PNC Investments. Michael has been in the securities industry since 2008. Michael is licensed to provide investment advice in Illinois, New Jersey and Pennsylvania. Michael has a background in finance and has worked for various financial institutions before joining PNC Investments.

Firm Information

Michael Greene 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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Michael Greene’s Registration & Firm History

PA

01/30/2024 - Present

PNC Investments (PHILADELPHIA PA)

NJ

10/21/2020 - 12/07/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)

NY

06/28/2016 - 07/24/2018

LOOP CAPITAL MARKETS LLC (NEW YORK NY)

NY

09/06/2011 - 06/03/2016

TOPEKA CAPITAL MARKETS INC. (NEW YORK NY)

PA

06/09/2010 - 02/23/2011

BOE SECURITIES INC. (PHILADELPHIA PA)

NY

08/07/2008 - 09/28/2009

MAGNA (NEW YORK CITY NY)

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Licenses & Designations

BOTH

Issued 09/09/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/10/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2009

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/06/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael E Greene.
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