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Sam Latif

PNC Investments

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About Sam Latif

Sam Latif is a financial advisor with PNC Investments. Sam has been in the financial industry for 7 years. Sam holds a Series 63, Series 65, and Series 7TO licenses. Sam is registered with the state of Texas and several other states. Sam is also registered with FINRA. Sam has experience with investment companies, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Sam specializes in portfolio management for individuals and businesses.

Firm Information

Sam Latif 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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Sam Latif’s Registration & Firm History

TX

05/24/2023 - Present

PNC Investments (Katy TX)

TX

07/20/2020 - 06/02/2021

BBVA SECURITIES INC. (KATY TX)

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Licenses & Designations

IA

Issued 05/23/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/18/2020

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

BC

Issued 06/17/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sam Latif.
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