linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Paola Ortiz

PNC Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Paola? Claim Your Profile

About Paola Ortiz

Paola Ortiz is an Investment Advisor Representative with PNC Investments. Paola has over 20 years of experience in the financial services industry. Paola is licensed to offer investment advice in Texas. Paola has previously worked at BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, and BBVA Investments Inc.

Firm Information

Paola Ortiz 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Paola Ortiz’s Registration & Firm History

TX

11/30/2023 - Present

PNC Investments (Houston TX)

TX

05/16/2013 - 09/17/2021

BBVA SECURITIES INC. (HOUSTON TX)

TX

06/30/2009 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)

TX

11/14/2007 - 07/01/2009

BBVA INVESTMENTS INC. (HOUSTON TX)

TX

08/02/2006 - 09/20/2006

BBVA INVESTMENTS INC. (HOUSTON TX)

TX

04/09/1998 - 09/24/2004

BBVA BANCOMER SECURITIES INTERNATIONAL, INC. (HOUSTON TX)

Not sure if Paola Ortiz is right for you?

Licenses & Designations

IA

Issued 03/27/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/28/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/2001

Series 24 - General Securities Principal Examination

BC

Issued 03/14/2000

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/08/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Paola Ortiz. Review regulatory record here.
Not sure if Paola Ortiz is right for you?