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Timothy John Schanz

PNC Investments

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About Timothy John Schanz

Timothy John Schanz has been in the financial services industry since August 2008. Timothy is currently registered with PNC Investments. Timothy is a Registered Representative and an Investment Advisor Representative and has been with PNC Investments since November 2018. Prior to joining PNC Investments, Timothy worked for Citizens Securities, Inc., Cetera Advisor Networks LLC, and Walnut Street Securities, Inc. Timothy has passed Series 6, 7, 26, 63, 66, and SIE exams. Timothy is licensed to conduct business in 49 states. Timothy specializes in Portfolio Management for Individuals and Businesses, Selection of Other Advisers.

Firm Information

Timothy Schanz 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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Timothy Schanz’s Registration & Firm History

OH

11/16/2018 - Present

PNC Investments (CLEVELAND OH)

OH

11/20/2017 - 11/01/2018

PNC INVESTMENTS (CLEVELAND OH)

OH

02/12/2016 - 11/15/2017

CITIZENS SECURITIES, INC. (MIDDLEBURG HEIGHTS OH)

OH

09/03/2013 - 10/08/2015

CETERA ADVISOR NETWORKS LLC (CLEVELAND OH)

OH

01/18/2013 - 09/03/2013

WALNUT STREET SECURITIES, INC. (CLEVELAND OH)

OH

03/07/2008 - 12/18/2012

FIRST INVESTORS CORPORATION (INDEPENDENCE OH)

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Licenses & Designations

BOTH

Issued 02/02/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/26/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2018

Series 7 - General Securities Representative Examination

BC

Issued 03/06/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Timothy John Schanz. Review regulatory record here.
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