John Held, financial advisor Jupiter FL
90 score

John Held

CRD Number: 6004663
Current Firm: Pnc Investments

John Held (CRD# 6004663) is an Investment Advisor Representative working at Pnc Investments in Jupiter, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Tequesta, FL Jul 2014 - Current 2
Pnc Investments Pittsburgh, PA Nov 2011 - Jul 2014 2
Pnc Bank Palm Beach, FL Nov 2011 - Jul 2014 2
Pnc Bank Tequesta, FL Jun 2000 - Nov 2011 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for John D. Held
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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