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Suzanne Ice

PNC Investments

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About Suzanne Ice

Suzanne Ice is a financial advisor at PNC Investments. Suzanne is a licensed advisor in Ohio and West Virginia. Suzanne has been active in the industry since December 2003. Suzanne has experience with PNC Investments, LPL Financial, CUNA Brokerage Services, Wesbanco Securities, and Wachovia Securities. Suzanne has experience working with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.

Firm Information

Suzanne Ice 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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Suzanne Ice’s Registration & Firm History

OH

03/04/2024 - Present

PNC Investments (ST CLAIRSVILLE OH)

WV

05/18/2022 - 02/15/2024

LPL FINANCIAL LLC (NEW MARTINSVILLE WV)

WV

08/21/2020 - 05/18/2022

CUNA BROKERAGE SERVICES, INC. (New Martinsville WV)

OH

07/03/2003 - 08/19/2019

WESBANCO SECURITIES, INC. (CINCINNATI OH)

NC

02/01/2001 - 08/21/2001

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 03/05/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/24/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/03/2015

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Suzanne Ice.
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