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Michelle Wyatt McClendon

PNC Investments

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About Michelle Wyatt McClendon

Michelle Wyatt McClendon is a registered representative with PNC Investments, a firm with a strong focus on providing financial advice to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. Michelle has over 9 years of experience in the financial services industry. Michelle holds multiple securities licenses, including Series 7, 24, 63, and 52TO. Michelle is also licensed to provide investment advice in 51 states and the District of Columbia. Michelle is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Michelle McClendon 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 McClendon’s Registration & Firm History

AL

09/17/2021 - Present

PNC Investments (BIRMINGHAM AL)

AL

10/27/2014 - 09/17/2021

BBVA SECURITIES INC. (BIRMINGHAM AL)

AL

06/19/2013 - 10/17/2014

BBVA SECURITIES INC. (BIRMINGHAM AL)

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Licenses & Designations

BC

Issued 08/09/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/19/2017

Series 24 - General Securities Principal Examination

BC

Issued 08/26/2019

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2014

Series 7 - General Securities Representative Examination

BC

Issued 05/10/2013

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michelle Wyatt McClendon. Review regulatory record here.
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