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Nikolas Carl Kaufman

PNC Investments

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About Nikolas Carl Kaufman

Nikolas Kaufman is an investment advisor representative at PNC Investments. Nikolas has been in the industry for 10 years and has been registered with PNC Investments since September 2022. Prior to joining PNC Investments, Nikolas worked for The Huntington Investment Company for 9 years, where they were also an investment advisor representative. Nikolas is licensed to sell securities in Ohio and West Virginia. Nikolas holds the Series 6, 7, 63, and 65 securities licenses. Nikolas is a specialist in providing financial planning, and portfolio management for both individuals and businesses.

Firm Information

Nikolas Kaufman 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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Nikolas Kaufman’s Registration & Firm History

OH

09/12/2022 - Present

PNC Investments (WOOSTER OH)

OH

05/03/2013 - 09/02/2022

THE HUNTINGTON INVESTMENT COMPANY (ASHLAND OH)

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Licenses & Designations

IA

Issued 03/30/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2018

Series 7 - General Securities Representative Examination

BC

Issued 05/02/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nikolas Carl Kaufman.
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