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Lawrence F

Series 63, Series 66

Toledo, OH

PNC Wealth Management

Lawrence Fairall is a financial advisor with PNC Wealth Management in Toledo, OH, holding Series 63 and Series 66 licenses and having 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and PRUCO Securities, LLC. Outside of his advisory work, he owns a boat rental business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an employee-only pilot. The firm uses algorithm-driven risk assessments and implements portfolios through approved mutual fund and ETF strategies managed internally or by third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Matthew N

Series 63, Series 66

Toledo, OH

PNC Wealth Management

Matthew Nutter is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities LLC and The Huntington Investment Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online-banking credentials. The firm uses algorithmic questionnaires to recommend investment risk levels and implements strategies via mutual funds and ETFs managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Jeffrey L

Series 63, Series 65

Toledo, OH

PNC Wealth Management

Jeffrey Little is a financial advisor with PNC Wealth Management in Toledo, OH, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at LPL Financial, Sun Federal Credit Union, and Allstate Financial Services, among others. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and third-party managed investment strategies.

Passive / index investing Active portfolio management Wealth management Executive
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