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Derrick M

Series 63, Series 66

Florence, AL

PNC Wealth Management

Derrick Mosley is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James & Associates and BBVA-affiliated firms prior to joining PNC in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering available by invitation to employees. The program uses algorithm-driven risk assessment and invests via mutual funds and ETFs, with portfolio execution delegated to third-party managers.

Passive / index investing Active portfolio management Wealth management Executive
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