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Terrell Cannon

PNC Investments

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About Terrell Cannon

Terrell Cannon is a financial advisor who has been in the industry since 2009. Terrell is currently registered with PNC Investments in Cleveland, OH. Terrell is also registered as an Investment Advisor Representative. Previously Terrell Cannon was employed with ETC Brokerage Services, LLC, Citizens Securities, Inc., The Huntington Investment Company, Fifth Third Securities, Inc., PNC Investments, Key Investment Services LLC, J.P. Morgan Securities LLC and Chase Investment Services Corp.. Terrell Cannon has successfully passed Series 6, 7, 24, 63 and 65 exams.

Firm Information

Terrell Cannon 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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Terrell Cannon’s Registration & Firm History

OH

01/27/2023 - Present

PNC Investments (CLEVELAND OH)

TX

06/25/2020 - 11/30/2022

ETC BROKERAGE SERVICES, LLC (DALLAS TX)

OH

07/18/2019 - 06/10/2020

CITIZENS SECURITIES, INC. (STRONGSVILLE OH)

OH

01/16/2018 - 07/30/2019

THE HUNTINGTON INVESTMENT COMPANY (PARMA OH)

OH

05/17/2016 - 11/21/2017

FIFTH THIRD SECURITIES, INC. (PARMA OH)

OH

09/30/2014 - 04/14/2016

PNC INVESTMENTS (ROCKY RIVER OH)

OH

01/11/2013 - 09/24/2014

KEY INVESTMENT SERVICES LLC (CLEVELAND OH)

OH

10/01/2012 - 11/26/2012

J.P. MORGAN SECURITIES LLC (INDEPENDENCE OH)

OH

12/22/2008 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (INDEPENDENCE OH)

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Licenses & Designations

IA

Issued 01/27/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/15/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/2022

Series 24 - General Securities Principal Examination

BC

Issued 02/07/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terrell Cannon.
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