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Stephan Robert edward Jarvie

PNC Investments

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About Stephan Robert edward Jarvie

Stephan Jarvie is a registered investment advisor representative with PNC Investments. Stephan has been in the industry since 2001 and has experience with a variety of firms, including The Huntington Investment Company and Pruco Securities, LLC. Stephan holds Series 6, 7, 66, and SIE licenses. Stephan is currently registered to provide investment advice in Florida, Kentucky, Ohio, and Pennsylvania.

Firm Information

Stephan Jarvie 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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Stephan Jarvie’s Registration & Firm History

OH

11/29/2023 - Present

PNC Investments (WESTERVILLE OH)

OH

01/11/2023 - 11/24/2023

PRUCO SECURITIES, LLC. (COLUMBUS OH)

OH

07/13/2018 - 01/12/2023

THE HUNTINGTON INVESTMENT COMPANY (NEW ALBANY OH)

OH

04/26/2002 - 01/14/2015

THE HUNTINGTON INVESTMENT COMPANY (WESTERVILLE OH)

WI

10/26/2001 - 01/05/2002

AMERICAN FAMILY SECURITIES, LLC (MADISON WI)

WI

06/12/2001 - 07/16/2001

AMERICAN FAMILY SECURITIES, LLC (MADISON WI)

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Licenses & Designations

BOTH

Issued 10/23/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2018

Series 7 - General Securities Representative Examination

BC

Issued 06/11/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephan Robert edward Jarvie.
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