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Daniel Odonnell

PNC Investments

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About Daniel Odonnell

Daniel Odonnell is a financial advisor with PNC Investments. Daniel has been in the financial services industry since 1987. Daniel is registered with the state of Pennsylvania, as well as other states including California, Florida, Georgia, Massachusetts, New York, North Carolina, Ohio, Utah, Virginia and West Virginia. Daniel holds Series 7, Series 63, Series 65 and SIE licenses.

Firm Information

Daniel Odonnell 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 Odonnell’s Registration & Firm History

PA

02/04/2010 - Present

PNC Investments (BELLE VERNON PA)

PA

06/10/2009 - 01/05/2010

ALLSTATE FINANCIAL SERVICES, LLC (SOUTH PARK PA)

CT

07/30/2007 - 10/24/2008

ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)

NJ

06/15/2004 - 08/10/2007

NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)

MA

04/04/2002 - 05/17/2004

PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)

TN

04/04/2000 - 02/12/2002

ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)

NC

11/28/1997 - 03/29/2000

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NY

02/07/1997 - 05/28/1997

LIEBER & COMPANY (WHITE PLAINS NY)

NY

06/15/1988 - 11/13/1996

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NA

02/21/1985 - 02/16/1988

INTEGRATED RESOURCES CAPITAL SERVICES, INC.

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Licenses & Designations

IA

Issued 01/21/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Odonnell.
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