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Moises Flores

PNC Investments

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About Moises Flores

Moises Flores is a financial professional with over 20 years of experience in the industry. Moises is currently registered with PNC Investments, serving clients in a variety of areas, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Moises has been a registered representative with PNC Investments since March 2023 and has held previous positions with Edward Jones, TD Ameritrade, and Scottrade. Moises holds the Series 4, 7, 24, and 66 licenses, and has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Moises Flores 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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Moises Flores’s Registration & Firm History

TX

03/16/2023 - Present

PNC Investments (Austin TX)

TX

10/18/2019 - 02/03/2022

EDWARD JONES (El Paso TX)

TX

02/26/2018 - 09/11/2019

TD AMERITRADE, INC. (ELPASO TX)

TX

11/02/2000 - 02/26/2018

SCOTTRADE, INC. (ELPASO TX)

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Licenses & Designations

BOTH

Issued 01/28/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/19/2014

Series 4 - Registered Options Principal Examination

BC

Issued 06/20/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Moises Flores. Review regulatory record here.
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