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Pavan V Wunnava

PNC Investments

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About Pavan V Wunnava

Pavan V Wunnava is a financial advisor with over 15 years of experience in the industry. Pavan is currently registered with PNC Investments in HADDONFIELD, NJ. Pavan is also registered in several other states, including Pennsylvania, California, Colorado, Delaware, Florida, Maryland, North Carolina, South Carolina, Virginia, and New Jersey. Pavan has worked for several other firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, John Thomas Financial, and American Capital Partners, LLC. Pavan holds several licenses, including Series 63, 66, 7, 9, 10, and SIE. Pavan specializes in providing financial advice to individuals, corporations, and charitable organizations.

Firm Information

Pavan Wunnava 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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Pavan Wunnava’s Registration & Firm History

NJ

01/06/2023 - Present

PNC Investments (HADDONFIELD NJ)

NJ

11/10/2010 - 06/22/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

NY

02/22/2010 - 06/09/2010

JOHN THOMAS FINANCIAL (NEW YORK NY)

NY

07/05/2007 - 03/16/2010

AMERICAN CAPITAL PARTNERS, LLC (EAST MEADOW NY)

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Licenses & Designations

BOTH

Issued 12/10/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/23/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/18/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pavan V Wunnava.
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