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Daniel Peguero

PNC Investments

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About Daniel Peguero

Daniel Peguero is a financial advisor with PNC Investments. Daniel has been in the financial services industry for 10 years and has been registered with PNC Investments since January 2020. Daniel holds Series 6, 7, and 66 licenses and has experience working with individuals, businesses, and pension plans. Daniel has worked with clients in Florida, Georgia, Indiana, Maine, Michigan, New Jersey, North Carolina, Pennsylvania, Texas, and Virginia.

Firm Information

Daniel Peguero 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 Peguero’s Registration & Firm History

FL

01/27/2020 - Present

PNC Investments (PORT ST. LUCIE FL)

FL

10/16/2019 - 01/08/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST PALM BCH FL)

FL

12/12/2018 - 10/02/2019

EQUITY SERVICES, INC. (SUNRISE FL)

FL

07/24/2015 - 10/31/2018

WELLS FARGO CLEARING SERVICES, LLC (HOLLYWOOD FL)

FL

10/01/2012 - 06/17/2015

J.P. MORGAN SECURITIES LLC (PLANTATION FL)

FL

05/09/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (WESTON FL)

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Licenses & Designations

BOTH

Issued 03/30/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2015

Series 7 - General Securities Representative Examination

BC

Issued 05/06/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Peguero.
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