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Patricia Louise Potter

PNC Investments

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About Patricia Louise Potter

Patricia Louise Potter is a financial advisor with over 25 years of experience in the industry. Currently, Patricia is a registered representative with PNC Investments in Troy, Michigan. Prior to joining PNC Investments, Patricia worked for NATCITY INVESTMENTS, INC. in both Cleveland, Ohio and Troy, Michigan. Patricia is a licensed Series 7 and Series 63 representative. She also holds the SIE designation. Patricia's areas of specialization include retirement planning, college savings and estate planning.

Firm Information

Patricia Potter 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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Patricia Potter’s Registration & Firm History

MI

11/13/2009 - Present

PNC Investments (TROY MI)

MI

06/13/2006 - 11/13/2009

NATCITY INVESTMENTS, INC. (TROY MI)

OH

08/31/1998 - 05/04/2006

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

OH

11/26/1993 - 12/31/2001

NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 12/13/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Louise Potter.
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