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Yujie Zhou

PNC Investments

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About Yujie Zhou

Yujie Zhou is an investment advisor representative registered with PNC Investments. Zhou has been in the industry for 10 years and has previous experience with Wells Fargo Clearing Services, LLC, and J.P. Morgan Securities LLC. Yujie specializes in providing investment advice to individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and other clients. Yujie Zhou holds the Series 7, 66 and SIE licenses. PNC Investments is a large financial institution that provides investment services to a wide range of clients.

Firm Information

Yujie Zhou 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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Yujie Zhou’s Registration & Firm History

FL

12/13/2023 - Present

PNC Investments (BOCA RATON FL)

FL

08/11/2021 - 12/15/2023

WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)

FL

12/18/2019 - 06/30/2021

J.P. MORGAN SECURITIES LLC (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 09/02/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/18/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/03/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yujie Zhou.
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