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Robert F Jamison

PNC Investments

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About Robert F Jamison

Robert F Jamison is a registered representative with PNC Investments. Robert has been working in the financial industry since 2018, and has a total of 4 years of experience. Robert has passed the Uniform Securities Agent State Law Examination, the General Securities Representative Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Securities Industry Essentials Examination. Robert is registered in Pennsylvania and has a Series 7TO and Series 63 license. PNC Investments is a financial services firm with over 984 licensed agents. PNC Investments offers a wide range of financial services, including portfolio management for businesses and individuals.

Firm Information

Robert Jamison 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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Robert Jamison’s Registration & Firm History

PA

12/09/2024 - Present

PNC Investments (WEXFORD PA)

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Licenses & Designations

BC

Issued 12/18/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/11/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/21/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/07/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert F Jamison.
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