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Selene Katreena Nelson

CRD# 5096751·Registered 2006 - 2016
Previously Registered: Being a previously registered professional could mean that Selene is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Selene Katreena Nelson, who also goes by Selene Katreena Butler, was a registered financial advisor. Selene was a previously registered financial professional and started their career in finance 2006 - 2016. Selene had worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Selene Katreena Butler

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Videos & Posts

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

20 years in the financial services industry

Current & Past Employments

PNC MANAGED ACCOUNT SOLUTIONS, INC.·CRD# 110476
RIA
Scottsdale, AZ
June 25, 2015 - March 11, 2016
BBVA SECURITIES INC.·CRD# 27060
BD
Scottsdale, AZ
May 16, 2013 - March 11, 2016
BBVA COMPASS INVESTMENT SOLUTIONS, INC·CRD# 17086
BD
Phoenix, AZ
February 17, 2006 - May 16, 2013

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Current Firm

PM
PNC MANAGED ACCOUNT SOLUTIONS, INC.

ALFRED B. BRADY III | THOMAS E. SAMUELS JR. | SURESH RAGHAVAN | STAVIS MARGOLIS ADVISORY SERVICES INC | ROY T. MANICOM | RICHARD SAETTONE | PNC MANAGED ACCOUNT SOLUTIONS, INC. | MICHAEL SANDEEN | MARY K. MARGOLIS | GERRALD GIBLIN | GAIL VAN NEST | FRANK POHAR | EDWIN TREY MAXWELL | DEBORAH MCCULLY STAVIS | DAVID BUSBEE | CLAYTON COOKE | BBVA WEALTH SOLUTIONS INC.

CRD#: 110476 / SEC#: 801-56131

Contact Information

Main Address

2200 Post Oak Blvd., Houston, TX 77056-4700

Mailing Address

1900 East Ninth Street, Cleveland, OH 44114

Phone Number

(800) 762-6111

# of Employees

21

Documents

Latest Form ADV

Part 2 Brochures

PNC GLOBAL DIRECTIONS FORM ADV PART 2A (3/31/2023)

Regulatory Assets Under Management

Total Number of Accounts

768

AUM (Assets Under Management)

$588,442,024

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2015About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2006About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Mar 2016About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 2006About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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