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William James Lanava

PNC Investments

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About William James Lanava

William Lanava is a financial advisor with PNC Investments. William has been in the industry since 1988. William holds the Series 7 and Series 66 licenses. William previously worked at NatCity Investments, Inc. and American Express Financial Advisors Inc. William's office is located in Troy, Michigan.

Firm Information

William Lanava 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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William Lanava’s Registration & Firm History

MI

08/15/2011 - Present

PNC Investments (TROY MI)

MI

04/23/1998 - 11/13/2009

NATCITY INVESTMENTS, INC. (TROY MI)

OH

06/07/1993 - 12/31/2001

NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)

NA

03/01/1989 - 05/26/1993

AMERICAN EXPRESS FINANCIAL ADVISORS INC.

NA

03/01/1989 - 05/26/1993

IDS LIFE INSURANCE COMPANY

MN

11/23/1988 - 05/26/1993

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/23/1988 - 05/26/1993

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/11/2011

Series 66 - Uniform Combined State Law Examination

IA

Issued 07/30/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William James Lanava. Review regulatory record here.
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