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Daniel Lee McGowan

PNC Investments

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About Daniel Lee McGowan

Daniel McGowan is a financial advisor with PNC Investments. Daniel has been working in the financial services industry since 2002 and is registered to provide investment advice in several states. Daniel has held previous positions at NATCITY INVESTMENTS, INC. and UBS FINANCIAL SERVICES INC.. Daniel is a Series 7 and Series 66 licensed professional and holds the SIE designation. Daniel's areas of expertise include portfolio management for individuals and businesses, as well as selection of other advisors.

Firm Information

Daniel McGowan is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel McGowan’s Registration & Firm History

KY

11/13/2009 - Present

PNC Investments (VERSAILLES KY)

KY

05/26/2004 - 11/13/2009

NATCITY INVESTMENTS, INC. (LEXINGTON KY)

NJ

08/15/2002 - 04/22/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 08/26/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Lee McGowan.
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