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Jeffrey Alan Forcina

Pnc Wealth Management LLC

Hudson, OH

CRD 4740070

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Employer firm

Pnc Wealth Management LLC CRD 129052

$30.3B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2014-09-30
OH RA APPROVED 2014-08-14
  • IN RA
    APPROVED
    Since 2014-09-30
  • OH RA
    APPROVED
    Since 2014-08-14

Branch Locations

37 South Main Street, Hudson, OH 44236 • 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 Stow OH 04/2014 04/2017
Pnc Bank Stow OH 04/2014 04/2017
Pnc Investments Pittsburgh PA 04/2017 Present
  • 04/2014 → 04/2017
    Pnc Investments
    Stow, OH
  • 04/2014 → 04/2017
    Pnc Bank
    Stow, OH
  • 04/2017 → Present
    Pnc Investments
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-30
S63 Uniform Securities Agent State Law Examination 2014-04-30
  • S65 Uniform Investment Adviser Law Examination
    2014-09-30
  • S63 Uniform Securities Agent State Law Examination
    2014-04-30
Other Names
  • Jeffrey Alan Forcina
  • Jeffrey Alan Forcina

View on SEC IAPD

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