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Roberto Escobar

PNC Investments

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About Roberto Escobar

Roberto Escobar is a financial advisor with PNC Investments. Roberto has been in the industry since 2002 and has held previous positions with BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, Chase Investment Services Corp., Fintegra, LLC, IFMG Securities, Inc., Charles Schwab & Co., Inc. and Edward Jones. Roberto is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63 and SIE licenses. Roberto is also a registered Investment Advisor Representative in Texas.

Firm Information

Roberto Escobar 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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Roberto Escobar’s Registration & Firm History

TX

08/19/2021 - Present

PNC Investments (MCALLEN TX)

TX

05/16/2013 - 08/16/2021

BBVA SECURITIES INC. (MCALLEN TX)

TX

11/26/2010 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (MCALLEN TX)

TX

08/12/2005 - 11/01/2010

CHASE INVESTMENT SERVICES CORP. (BROWNSVILLE TX)

MN

06/04/2004 - 07/26/2005

FINTEGRA, LLC (MINNEAPOLIS MN)

IL

07/15/2003 - 05/27/2004

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

NY

09/18/2002 - 08/08/2003

IFMG SECURITIES, INC. (PURCHASE NY)

TX

03/13/2001 - 04/04/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MO

06/26/2000 - 11/13/2000

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 10/28/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Roberto Escobar. Review regulatory record here.
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