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Terrence John Norton

PNC Investments

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About Terrence John Norton

Terrence John Norton has been in the securities industry for over 20 years. Terrence is currently registered with PNC Investments in BRIDGEWATER, NJ. Prior to that, Terrence was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, AMERITRADE, INC., DATEK ONLINE FINANCIAL SERVICES LLC, and DATEK ONLINE BROKERAGE SERVICES LLC. Terrence's qualifications include a Series 4, Series 7, Series 9, Series 24, Series 63, and Series 66. Terrence specializes in portfolio management for businesses and individuals, as well as selecting other advisors.

Firm Information

Terrence Norton 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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Terrence Norton’s Registration & Firm History

NJ

02/27/2008 - Present

PNC Investments (BRIDGEWATER NJ)

NJ

07/31/2003 - 01/23/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

NE

10/18/2002 - 01/06/2003

AMERITRADE, INC. (OMAHA NE)

NJ

06/30/2001 - 10/30/2002

DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)

NE

02/03/2000 - 06/30/2001

DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)

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Licenses & Designations

BOTH

Issued 09/17/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/07/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/28/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/08/2001

Series 4 - Registered Options Principal Examination

BC

Issued 03/31/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Terrence John Norton. Review regulatory record here.
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