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Michelle Janean Windsheimer

PNC Investments

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About Michelle Janean Windsheimer

Michelle Janean Windsheimer is a registered representative with PNC Investments, a firm that provides investment advisory services. Michelle has been in the financial services industry since 2009. She has held previous positions with BISYS Fund Services Limited Partnership and Concord Financial Group, Inc. Michelle has passed the Series 7TO, SIE, and Series 6 exams. She currently is registered with the firm PNC Investments.

Firm Information

Michelle Windsheimer 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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Michelle Windsheimer’s Registration & Firm History

PA

04/04/2019 - Present

PNC Investments (PITTSBURGH PA)

ME

01/26/1996 - 02/02/2004

BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)

NA

01/04/1996 - 01/26/1996

BISYS FUND SERVICES LIMITED PARTNERSHIP

MD

02/01/1994 - 12/31/1995

CONCORD FINANCIAL GROUP, INC. (BETHESDA MD)

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Licenses & Designations

BC

Issued 04/04/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/04/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Janean Windsheimer.
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