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Michael Wayne Modisette

PNC Investments

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About Michael Wayne Modisette

Michael Modisette is a financial advisor with over 25 years of experience. Michael is currently registered with PNC Investments and is also a Chartered Financial Analyst. Michael specializes in financial planning, portfolio management, and selection of other advisors. Michael has a strong track record of success in helping individuals and businesses achieve their financial goals.

Firm Information

Michael Modisette 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 Modisette’s Registration & Firm History

TX

08/18/2021 - Present

PNC Investments (HOUSTON TX)

TX

10/25/2019 - 08/16/2021

BBVA SECURITIES INC. (Houston TX)

TX

02/03/1997 - 06/04/2019

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

MO

02/06/1996 - 10/02/1996

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 06/20/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/07/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2006

Series 24 - General Securities Principal Examination

BC

Issued 02/09/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Wayne Modisette.
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