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Paul Anthony Hereza

PNC Investments

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About Paul Anthony Hereza

Paul Anthony Hereza is a registered investment advisor with PNC Investments. Paul has been in the financial services industry for over 29 years and has experience in financial planning, portfolio management, and investment advisory services. Paul is registered with the state of Michigan and several other states. Paul has an extensive background in helping both individuals and businesses achieve their financial goals. Paul is committed to providing personalized service and helping clients make informed decisions about their investments.

Firm Information

Paul Hereza 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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Paul Hereza’s Registration & Firm History

MI

09/03/2010 - Present

PNC Investments (LANSING MI)

MI

04/23/1998 - 11/13/2009

NATCITY INVESTMENTS, INC. (OKEMOS MI)

OH

07/15/1993 - 12/31/2001

NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)

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Licenses & Designations

IA

Issued 07/30/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/02/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Anthony Hereza.
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