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Paulina Sepulveda welcker

PNC Investments

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About Paulina Sepulveda welcker

Paulina Sepulveda welcker is a financial advisor at PNC Investments. Paulina has been in the financial services industry since July 2009. Paulina is a licensed advisor in Florida and Maryland and offers investment advisory services to individuals, businesses, pension and profit sharing plans, charitable organizations and other clients.

Firm Information

Paulina Sepulveda welcker 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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Paulina Sepulveda welcker’s Registration & Firm History

FL

03/08/2023 - Present

PNC Investments (Palm Beach Gardens FL)

MD

10/06/2010 - 01/11/2021

TD AMERITRADE, INC. (Potomac MD)

FL

08/03/2006 - 02/17/2009

FIDELITY BROKERAGE SERVICES LLC (CORAL GABLES FL)

NY

09/09/2005 - 06/06/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 01/28/2024

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/07/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/07/2022

Series 24 - General Securities Principal Examination

BC

Issued 12/07/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 09/08/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paulina Sepulveda welcker.
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