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Steven William Haines

PNC Investments

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About Steven William Haines

Steven Haines is a financial advisor with over 20 years of experience in the industry. Steven is currently registered with PNC Investments and has previously held positions at Quest Capital Strategies, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Holford Securities (U.S.), Inc. and Chatfield Dean & Co., Inc. Steven's expertise includes providing financial advice to high-net-worth individuals, corporations, and institutions. Steven is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Steven Haines 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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Steven Haines’s Registration & Firm History

PA

03/14/2008 - Present

PNC Investments (CONSHOHOCKEN PA)

CA

11/30/2007 - 02/07/2008

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

NA

03/16/1992 - 07/16/1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

11/11/1991 - 11/27/1991

HOLFORD SECURITIES (U.S.), INC.

NA

07/29/1991 - 11/01/1991

CHATFIELD DEAN & CO., INC.

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Licenses & Designations

BOTH

Issued 10/16/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/29/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven William Haines.
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