Anna Poset, financial advisor Pittsburgh PA

Anna Poset

CRD Number: 6746596
Current Firm: Pnc Investments

Anna Poset (CRD# 6746596) is an Investment Advisor Representative working at Pnc Investments in Pittsburgh, PA and has over 3 years of experience in the finance industry.

Similar Advisors
James Greno, financial advisor Pittsburgh PA
James R. Greno
CRD# 3221992
Cetera Advisor Networks LLC
Similar Advisors
C. Ellis, financial advisor Pittsburgh PA
C. S. Ellis
CRD# 1549189
Centauri Advisory Group, Inc.
Similar Advisors
Patrick Aaron, financial advisor Pittsburgh PA
Patrick E. Aaron
CRD# 5335512
Avantax Advisory Services
Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Oct 2018 - Current 3
Pnc Investments Pittsburgh, PA Apr 2018 - Sep 2018 < 1
Pnc Investments Pittsburgh, PA May 2017 - Apr 2018 < 1
Pnc Investments Pittsburgh, PA Dec 2016 - Apr 2018 1
Pnc Bank Pittsburgh, PA Jan 2016 - Dec 2016 < 1
Ibex Global Robinson Twp, PA Sep 2015 - Jan 2016 < 1
Oakmont Bakery Oakmont, PA Mar 2015 - Sep 2015 < 1
Unemployed New Kensington, PA Oct 2014 - Mar 2015 < 1
Dme Automotive Daytona Beach, FL Mar 2014 - Oct 2014 < 1
Student Daytona Beach, FL Aug 2013 - Mar 2014 < 1
Oakmont Country Club Oakmont, PA May 2013 - Aug 2013 < 1
Best Buy Tarentum, PA Aug 2012 - May 2013 < 1
Unemployed New Kensington, PA Sep 2011 - Aug 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2018
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for Anna Poset
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    21,657
    MILLIONS
  • Total Number of Accounts
    129,028
    ACCOUNTS
  • Average Account Value
    $167,850
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, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.