Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
Not sure Pavan Wunnava is the right advisor for you? Invested Better is here to help.