Unclaimed
Daniel Timothy Kearns is a financial advisor registered with PNC Investments. Daniel has been active in the industry since 2013. Previously, Daniel was employed with Wells Fargo Clearing Services, LLC. Daniel has passed several exams including the Uniform Investment Adviser Law Examination (Series 65), Uniform Securities Agent State Law Examination (Series 63), Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), and Investment Company Products/Variable Contracts Representative Examination (Series 6). Daniel currently holds licenses in Delaware, Florida, Maryland, Michigan, New Hampshire, New Jersey, North Carolina and Pennsylvania. Daniel specializes in providing financial advice to high net worth individuals, corporations, and pension and profit-sharing plans.
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
DE
01/27/2020 - Present
PNC Investments (HOCKESSIN DE)
DE
06/05/2013 - 10/29/2019
WELLS FARGO CLEARING SERVICES, LLC (WILMINGTON DE)
IA
Issued 07/02/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Kearns is the right advisor for you? Invested Better is here to help.