Wesley T Perman

Pnc Wealth Management LLC

Claim This Profile

Current Employers

Pnc Wealth Management Llc

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2008-07-22

PA RA
APPROVED

Since 2008-07-22

Branch Locations

10646 Perry Highway, Wexford, PA 15090 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pnc Investments	Pittsburgh	PA	06/2008	08/2017
Pnc Investments, Llc	Pittsburgh	PA	09/2017	Present

06/2008 → 08/2017

Pnc Investments

Pittsburgh, PA
09/2017 → Present

Pnc Investments, Llc

Pittsburgh, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-07-21
S63	Uniform Securities Agent State Law Examination	2002-08-05

S65 Uniform Investment Adviser Law Examination

2008-07-21
S63 Uniform Securities Agent State Law Examination

2002-08-05

View on SEC IAPD

Other Firms

FRAGASSO FINANCIAL ADVISORS

EQUITABLE ADVISORS, LLC

CITIZENS SECURITIES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

SUCCESS WEALTH MANAGEMENT LLC

WEXFORD WEALTH ADVISORS LLC

EXPERT FINANCIAL SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

Other Investors

TED WILLIAM DROST

TIMOTHY PAUL BUGGY

ERIK WARREN VOLLBRECHT

KENT G. CLIFTON

GARRETT L. TEMCHULLA

DANTE Matthew DOCCHIO

Other Offices

FRAGASSO FINANCIAL ADVISORS · Wexford, PA

EQUITABLE ADVISORS, LLC · WEXFORD, PA

CITIZENS SECURITIES, INC. · WEXFORD, PA

STATE FARM INVESTMENT MANAGEMENT CORP. · WEXFORD, PA

SUCCESS WEALTH MANAGEMENT LLC · WEXFORD, PA

WEXFORD WEALTH ADVISORS LLC · WEXFORD, PA

EXPERT FINANCIAL SERVICES, LLC · WEXFORD, PA

COMMONWEALTH FINANCIAL NETWORK · Wexford, PA

More in Wexford, PA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor