Jose
Martinez
Pnc Investments
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About this Advisor
Jose Martinez is a financial advisor based in McAllen, Texas, working with PNC Investments. Jose has previously held positions at Compass Bank, BBVA Securities Inc, Chase Bank, BBVA Compass Insurance Agency, Inc, BBVA Wealth Solutions Inc, and PNC Investment. Jose has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Jose is part of PNC Investments, which operates out of McAllen, Texas. The firm has 572 offices and 1,475 employees. The firm manages assets totaling $23.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at PNC Investments includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pnc Investments Brokerage Details
$23,895,732,856
1,475
152,189
$157,014
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jose Martinez Work History
Pnc Investment
Bbva Wealth Solutions Inc
Compass Bank
Bbva Securities Inc
Bbva Compass Insurance Agency, Inc
Chase Bank
Disclosures
Please visit the SEC profile of Jose Martinez 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
Taylor, MI
Plano, TX
Annandale, VA
Bel Air, MD
Cleveland, OH
Pittsburgh, PA
Charlotte, NC
Potomac, MD
The content in this profile was updated by SmartAsset on 6/19/2024. 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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