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Giuliana Pelletier

Pnc Wealth Management LLC

Fort Lauderdale, FL

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Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2012-10-15
  • FL RA
    APPROVED
    Since 2012-10-15

Branch Locations

200 E. Broward Blvd, Suite 1310, Fort Lauderdale, FL 33301 • 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
OrganizationCityStateFromTo
Pnc Investments Pompano Beach FL 08/2014 Present
  • 08/2014 → Present
    Pnc Investments
    Pompano Beach, FL
Previous Registrations
  • 2012-02-28 → 2013-06-06
    Sb Advisory, Llc
    Ft. Lauderdale, FL
    Atlanta, GA
    Ft Lauderdale, FL
  • 2009-12-02 → 2011-10-14
    Morgan Stanley
    Fort Lauderdale, FL
Other Businesses

2019 / Co-Owner / Rental Property / Non-Investment related / Zero hours during trading hours // 11/2024 / Manager / TPGS Holdings LLC / Investment related / Zero hours during trading //

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-25
S63 Uniform Securities Agent State Law Examination 2004-10-13
  • S66 Uniform Combined State Law Examination
    2009-11-25
  • S63 Uniform Securities Agent State Law Examination
    2004-10-13
Other Names
  • Giuliana Simoni
  • Giuliana Hirshson

View on SEC IAPD

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MATTHEW ALAN SAVARICK

Other Offices

SOUTHOCEAN CAPITAL PARTNERS, LLC · FT. LAUDERDALE, FL
A1A INVESTMENT PARTNERS, LLC · FORT LAUDERDALE, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FORT LAUDERDALE, FL
UBS FINANCIAL SERVICES INC. · FT. LAUDERDALE, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FORT LAUDERDALE, FL
UBS FINANCIAL SERVICES INC. · Fort Lauderdale, FL
SPIRE WEALTH MANAGEMENT, LLC · Fort Lauderdale, FL
UBS FINANCIAL SERVICES INC. · Fort Lauderdale, FL

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