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Nathan Moretto

PNC Investments

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About Nathan Moretto

Nathan Moretto is a financial advisor with PNC Investments. Nathan has been in the financial services industry since 2021 and is registered with the state of Michigan to provide both securities and investment advisory services. Nathan has a Series 7TO and SIE license and holds the Series 66 license for investment advisory services. In addition to PNC Investments, Nathan has also worked at CETERA Investment Services LLC and STAR Financial. Nathan specializes in portfolio management for individuals and businesses.

Firm Information

Nathan Moretto 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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Nathan Moretto’s Registration & Firm History

MI

08/30/2023 - Present

PNC Investments (NOVI MI)

IN

02/03/2023 - 08/22/2023

CETERA INVESTMENT SERVICES LLC (CARMEL IN)

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Licenses & Designations

BOTH

Issued 03/04/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/03/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/19/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Moretto.
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