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Wesley Liddle

PNC Investments

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About Wesley Liddle

Wesley Liddle is a registered representative associated with PNC Investments. Wesley is licensed with the state of West Virginia. Wesley has been in the industry since 2014 and has held positions at PNC Bank and Socianet Media. Wesley's certifications include the Series 7TO and SIE exams. The firm PNC Investments manages assets for a wide range of clients, including high-net-worth individuals, corporations, and pension plans. PNC Investments offers a variety of advisory services, including portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Wesley Liddle 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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Wesley Liddle’s Registration & Firm History

WV

01/29/2025 - Present

PNC Investments (MORGANTOWN WV)

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Licenses & Designations

BC

Issued 05/31/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/15/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wesley Liddle.
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