Jeffrey
Forcina

Pnc Investments

CRD#4740070
Investment Advisor
in Stow, OH

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About this Advisor

Jeffrey Forcina is a financial advisor operating in Stow, Ohio who has 9 years of relevant experience. Forcina is currently employed by Pnc Investments. During their career, Forcina has held roles at Western Southern Life, Fort Washington Brokerage, Pnc Investments and Pnc Bank. Forcina has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Indiana and Ohio. Pnc Investments is a business that has its headquarters in Pittsburgh, PA. The company has offices in 583 locations and a total of 1,218 people on staff. It handles $22 billion in assets among its 152,386 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 203 charities and foundations. Of its 152,386 customer accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Pnc Investments performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically depend on the financial services provided. Fees charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

9 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

3093 Graham Road
Stow, OH 44224

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Pnc Investments Brokerage Details

Total Assets Under Management

$21,629,770,547

OH Average: $15,833,994,310
Total Number of Employees

1,218

OH Average: 41
Total Number of Accounts

152,386

OH Average: 3,342
Average Account Size

$141,941

OH Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jeffrey Forcina Work History

Jeffrey has been registered as a financial advisor for 9 years.*

2017 - Present (7 years)

Pnc Investments

2014 - 2017 (3 years)

Pnc Bank

2014 - 2017 (3 years)

Pnc Investments

2004 - 2014 (10 years)

Fort Washington Brokerage

2003 - 2014 (11 years)

Western Southern Life

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Forcina to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pnc Investments

Matthew Ramer
Auburn, IN
Joseph Geronimo
Pittsburgh, PA
Robert Burns
Pittsburgh, PA
Justin Fornataro
Pittsburgh, PA
Tom Hornak
Avon, IN
Daphne Warner
Dayton, OH
Dennis Lacey
Emerson, NJ
Eric Palomo
Cleveland, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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