Unclaimed
Daniel Solis is a registered representative with PNC Investments. Daniel has been in the industry since February 2019 and holds licenses including Series 7TO, Series 66 and SIE. Daniel has previously worked for Citizens Securities, Inc., Citigroup Global Markets Inc., and Edward Jones. PNC Investments offers investment advisory services to individuals, corporations, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
12/20/2023 - Present
PNC Investments (Denton TX)
TX
05/02/2023 - 12/18/2023
CITIZENS SECURITIES, INC. (IRVING TX)
TX
07/07/2022 - 05/01/2023
CITIGROUP GLOBAL MARKETS INC. (Irving, TX)
TX
02/14/2019 - 06/22/2022
EDWARD JONES (CORINTH TX)
BOTH
Issued 03/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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