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Whitney King

PNC Investments

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About Whitney King

Whitney King is a financial professional with over 15 years of experience in the financial services industry. Whitney is currently registered with PNC Investments in ST CHARLES, IL. Whitney has previously worked at a number of financial institutions including Merrill Lynch, J.P. Morgan Securities, MML Investors Services and Northwestern Mutual Investment Services. Whitney is a Series 6, 7TO, 63 and 66 licensed professional. Whitney specializes in providing financial advice to individuals and businesses. Whitney is committed to helping clients achieve their financial goals.

Firm Information

Whitney King 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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Whitney King’s Registration & Firm History

IL

05/08/2024 - Present

PNC Investments (ST CHARLES IL)

IL

06/14/2019 - 05/07/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCHAUMBURG IL)

IL

08/30/2016 - 06/11/2019

J.P. MORGAN SECURITIES LLC (BLOOMINGDALE IL)

IL

05/04/2015 - 08/24/2016

MML INVESTORS SERVICES, LLC (NAPERVILLE IL)

IL

01/16/2014 - 04/29/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Naperville IL)

VA

07/30/2007 - 11/01/2013

WOODMEN FINANCIAL SERVICES, INC. (WYTHEVILLE VA)

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Licenses & Designations

BOTH

Issued 10/11/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/24/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Whitney King.
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