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Shawn A Wendel

PNC Investments

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About Shawn A Wendel

Shawn Wendel is a financial advisor with PNC Investments. Shawn has been in the financial services industry since 2011. He has held previous roles at Northwestern Mutual Investment Services, LLC. Shawn specializes in offering financial advice to corporations, individuals and other businesses. He also provides selection of other advisors and portfolio management for both individuals and businesses.

Firm Information

Shawn Wendel 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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Shawn Wendel’s Registration & Firm History

WV

02/26/2024 - Present

PNC Investments (MORGANTOWN WV)

PA

07/11/2011 - 06/17/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CONNELLSVILLE PA)

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Licenses & Designations

IA

Issued 10/20/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2012

Series 7 - General Securities Representative Examination

BC

Issued 07/09/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shawn A Wendel.
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