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Sharon E Westveer

PNC Investments

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About Sharon E Westveer

Sharon Westveer is a financial advisor in Holland, MI. Sharon has been in the financial industry for over 13 years. Sharon is registered with PNC Investments and is licensed to provide investment advice in Michigan. Sharon holds a Series 6, 7, 63, and 65 license, as well as the SIE. Previously, Sharon was registered with Infinex Investments, Inc., Cetera Investment Services LLC, and Fifth Third Securities, Inc. Sharon specializes in providing investment advice to individuals, businesses, pension and profit sharing plans, and charitable organizations.

Firm Information

Sharon Westveer 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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Sharon Westveer’s Registration & Firm History

MI

01/05/2018 - Present

PNC Investments (HOLLAND MI)

MI

04/04/2017 - 11/29/2017

INFINEX INVESTMENTS, INC. (Holland MI)

MI

03/01/2016 - 03/20/2017

CETERA INVESTMENT SERVICES LLC (HOLLAND MI)

MI

03/25/2005 - 02/22/2016

FIFTH THIRD SECURITIES, INC. (HOLLAND MI)

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Licenses & Designations

IA

Issued 06/30/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/04/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2016

Series 7 - General Securities Representative Examination

BC

Issued 03/24/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sharon E Westveer.
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