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Oliver Evan

PNC Investments

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About Oliver Evan

Oliver Evan is a financial advisor with over 10 years of experience in the industry. Oliver is currently registered with PNC Investments and previously was registered with Wells Fargo Clearing Services, LLC. Oliver holds Series 6, 7, and 66 licenses, along with the SIE exam. Oliver is also a registered investment advisor in Pennsylvania. Oliver specializes in providing portfolio management services to individuals, businesses, pension and profit-sharing plans, charitable organizations, and other clients.

Firm Information

Oliver Evan 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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Oliver Evan’s Registration & Firm History

PA

08/31/2023 - Present

PNC Investments (PHILADELPHIA PA)

PA

08/27/2012 - 09/20/2023

WELLS FARGO CLEARING SERVICES, LLC (PHILADELPHIA PA)

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Licenses & Designations

BOTH

Issued 11/30/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/05/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2014

Series 7 - General Securities Representative Examination

BC

Issued 08/26/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Oliver Evan.
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