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Daniel William Holtz

PNC Investments

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About Daniel William Holtz

Daniel Holtz is a financial advisor with over 15 years of experience in the financial services industry. Daniel currently works for PNC Investments, and previously worked for Wells Fargo Advisors, LLC and LPL Financial LLC. Daniel specializes in retirement planning, college savings, and investment management. Daniel holds Series 6, 7, 63 and 65 licenses, and the SIE exam. Daniel is registered with the state of Pennsylvania, and also holds licenses in several other states.

Firm Information

Daniel Holtz 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 Holtz’s Registration & Firm History

PA

05/04/2015 - Present

PNC Investments (DOYLESTOWN PA)

PA

10/16/2013 - 02/24/2015

WELLS FARGO ADVISORS, LLC (FEASTERVILLE TREVOSE PA)

PA

10/21/2010 - 08/23/2013

LPL FINANCIAL LLC (WILLOW GROVE PA)

NJ

09/24/2009 - 10/22/2010

WELLS FARGO ADVISORS, LLC (RUNNEMEDE NJ)

PA

02/12/2007 - 09/18/2009

PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)

PA

09/01/2006 - 02/01/2007

PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)

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Licenses & Designations

IA

Issued 05/04/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/25/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2013

Series 7 - General Securities Representative Examination

BC

Issued 08/31/2006

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 William Holtz.
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