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Daniel Wiseman

PNC Investments

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About Daniel Wiseman

Daniel Wiseman is a financial advisor registered with PNC Investments, a firm headquartered in Pittsburgh, PA. Daniel has been working in the financial industry since 2006. Daniel is registered to provide securities and investment advisory services in Connecticut, Florida, Massachusetts, New Jersey, New York, Ohio, and Pennsylvania. Daniel holds the Series 6, 7, and 63 securities licenses as well as the Series 65 investment advisor license. Daniel is also a Chartered Financial Consultant. Daniel provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Daniel Wiseman 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 Wiseman’s Registration & Firm History

NJ

12/22/2023 - Present

PNC Investments (UPPER MONTCLAIR NJ)

NY

07/08/2016 - 12/05/2023

MORGAN STANLEY (New York NY)

NY

10/01/2012 - 07/19/2016

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

11/17/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

PA

01/30/2006 - 10/27/2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 01/04/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/10/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2007

Series 7 - General Securities Representative Examination

BC

Issued 01/27/2006

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 Wiseman.
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