linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Kendric Jenney

PNC Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Kendric Jenney

William Kendric Jenney is a financial advisor with PNC Investments. William is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial industry since 2015. William has experience at a number of firms including TMF Investments, MML Investors Services, LLC, SunTrust Investment Services, Inc., and Morgan Stanley Smith Barney. William has a strong background in providing portfolio management for individuals and businesses. William is registered in over 30 states and holds both Series 7 and 66 licenses.

Firm Information

William Jenney 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Jenney’s Registration & Firm History

NC

05/26/2023 - Present

PNC Investments (CHARLOTTE NC)

VA

10/07/2020 - 02/17/2023

TMF INVESTMENTS (ALEXANDRIA VA)

MD

12/12/2017 - 12/03/2019

MML INVESTORS SERVICES, LLC (ROCKVILLE MD)

MD

06/12/2013 - 10/08/2013

SUNTRUST INVESTMENT SERVICES, INC. (ROCKVILLE MD)

MD

10/13/2011 - 09/26/2012

MORGAN STANLEY SMITH BARNEY (BETHESDA MD)

Not sure if William Kendric Jenney is right for you?

Licenses & Designations

IA

Issued 05/18/2020

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 04/10/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Kendric Jenney. Review regulatory record here.
Not sure if William Kendric Jenney is right for you?