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Robert Jason Spector

PNC Investments

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About Robert Jason Spector

Robert Spector is a registered investment advisor representative with PNC Investments. Robert has been working in the financial services industry since 2012, holding various roles at both J.P. Morgan Securities LLC and PNC Investments. Robert is currently registered with the State of Wisconsin as an investment advisor representative. Robert is also qualified to offer advisory services to individuals, businesses, and pooled investment vehicles. Robert has obtained several professional licenses and certifications including the Series 7, Series 9, Series 10 and Series 66 examinations.

Firm Information

Robert Spector 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 Spector’s Registration & Firm History

WI

10/06/2015 - Present

PNC Investments (GREENDALE WI)

IL

08/14/2012 - 09/25/2015

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 11/05/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/11/2013

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/11/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Jason Spector.
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