Beatrice
Nunez
Pnc Managed Account Solutions, Inc
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About this Advisor
Beatrice Nunez is a financial advisor working in San Antonio, Texas who has 1 year of industry experience. Nunez is an employee of Pnc Managed Account Solutions, Inc. The advisor has gained experience at Bbva Compass Investment Solutions, Inc, Compass Bank, Bbva Wealth Solutions Inc, Bbva Securities Inc, Bbva Compass Insurance Agency Inc and Pnc Investments. Nunez maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Pnc Managed Account Solutions, Inc is a registered investment company that has its headquarters in Houston, TX. It handles $588 million in assets under management across its 768 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 768 client accounts, just 11% belong to high-net-worth clients who have greater than $1 million in investable assets. Pnc Managed Account Solutions, Inc provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees usually are based on which services the firm provides the client. However, fee types billed by Pnc Managed Account Solutions, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pnc Managed Account Solutions, Inc Brokerage Details
$588,442,024
21
768
$766,201
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Beatrice Nunez Work History
Beatrice has been registered as a financial advisor for 1 years.*
Pnc Investments
Bbva Securities Inc
Bbva Wealth Solutions Inc
Compass Bank
Bbva Compass Insurance Agency Inc
Bbva Compass Investment Solutions, Inc
*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 Beatrice Nunez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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