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Theresa Ann Flynn

PNC Investments

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About Theresa Ann Flynn

Theresa Flynn is a registered investment advisor representative with PNC Investments in Cleveland, OH. Theresa has been in the industry since 1999 and is licensed in multiple states. She has experience with PNC Investments and previously worked at RBC CAPITAL MARKETS, LLC, FERRIS, BAKER WATTS, LLC, COWEN AND COMPANY, and COWEN & CO.. Theresa Flynn is also a registered representative with the Financial Industry Regulatory Authority (FINRA). Her areas of focus include financial planning, portfolio management, and retirement planning.

Firm Information

Theresa Flynn 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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Theresa Flynn’s Registration & Firm History

OH

04/30/2012 - Present

PNC Investments (CLEVELAND OH)

OH

03/13/2009 - 02/09/2012

RBC CAPITAL MARKETS, LLC (CLEVELAND OH)

OH

02/27/2009 - 03/13/2009

FERRIS, BAKER WATTS, LLC (CLEVELAND OH)

OH

07/01/1998 - 06/06/2008

COWEN AND COMPANY (ROCKY RIVER OH)

NY

04/20/1998 - 07/01/1998

COWEN & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/27/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theresa Ann Flynn.
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