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Daniel Vincent Borelli

PNC Capital Markets LLC

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About Daniel Vincent Borelli

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.

Firm Information

Daniel Borelli is currently registered with PNC Capital Markets LLC. PNC Capital Markets LLC is a Limited Liability Company formed in December 2005. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. PNC Capital Markets LLC has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

489

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.

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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Daniel Borelli’s Registration & Firm History

PA

10/14/2009 - Present

PNC Capital Markets LLC (Berwyn PA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Vincent Borelli.
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