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Pamela Helen Zelonis

PNC Investments

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About Pamela Helen Zelonis

Pamela Zelonis is a financial advisor with PNC Investments, a firm with approximately 23,895,732,856 in assets under management. Pamela has been in the financial services industry since February 6, 2002. She is registered to provide investment advice in 50 states and is also registered as an Investment Advisor Representative in Indiana and Ohio. Pamela Zelonis is a Series 63 and Series 66 licensed financial advisor. She holds licenses for Series 7, Series 9, Series 10, Series 24 and the SIE exam as well.

Firm Information

Pamela Zelonis 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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Pamela Zelonis’s Registration & Firm History

OH

05/13/2011 - Present

PNC Investments (CLEVELAND OH)

OH

02/16/2000 - 05/19/2009

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 06/16/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/13/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2019

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/14/2017

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/27/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pamela Helen Zelonis.
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