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Rochelle Jillene Roerig

PNC Investments

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About Rochelle Jillene Roerig

Rochelle Jillene Roerig is an investment professional with over 20 years of experience in the financial industry. She is a Registered Representative of PNC Investments and holds Series 6, 7, 63, and 65 licenses. Rochelle's career has included roles at NatCity Investments, Inc. and The Huntington Investment Company. Currently, Rochelle is located at the PNC Investments office in Petoskey, MI.

Firm Information

Rochelle Roerig 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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Rochelle Roerig’s Registration & Firm History

MI

08/10/2010 - Present

PNC Investments (PETOSKEY MI)

MI

09/02/2003 - 11/13/2009

NATCITY INVESTMENTS, INC. (PETOSKEY MI)

OH

11/23/1999 - 04/03/2003

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

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Licenses & Designations

IA

Issued 11/16/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/07/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2005

Series 7 - General Securities Representative Examination

BC

Issued 11/22/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Rochelle Jillene Roerig. Review regulatory record here.
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