Unclaimed
Daniel Vincent Borelli is a financial professional with over 13 years of experience in the financial services industry. Daniel is registered with PNC Capital Markets LLC and holds Series 7, Series 52TO, and Series 63 licenses. Daniel has a strong background in municipal securities and is committed to providing clients with personalized financial advice and guidance.
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.
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.
1
2
PA
10/14/2009 - Present
PNC Capital Markets LLC (Berwyn PA)
BC
Issued 04/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Borelli is the right advisor for you? Invested Better is here to help.