linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniela V Espinal baez

PNC Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniela? Claim Your Profile

About Daniela V Espinal baez

Daniela V Espinal baez is an investment advisor representative associated with PNC Investments. Daniela's career in the financial services industry began on January 9, 2020. Daniela has experience with firms such as WELLS FARGO CLEARING SERVICES, LLC, VALIC FINANCIAL ADVISORS, INC., and PNC Investments. Daniela is registered with the state of Florida.

Firm Information

Daniela Espinal baez 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniela Espinal baez’s Registration & Firm History

FL

01/03/2023 - Present

PNC Investments (Coral Springs FL)

FL

04/20/2021 - 12/08/2022

WELLS FARGO CLEARING SERVICES, LLC (ORLANDO FL)

FL

11/02/2020 - 03/12/2021

VALIC FINANCIAL ADVISORS, INC. (ORLANDO FL)

PA

06/28/2019 - 06/09/2020

WELLS FARGO CLEARING SERVICES, LLC (ALLENTOWN PA)

Not sure if Daniela V Espinal baez is right for you?

Licenses & Designations

BOTH

Issued 05/12/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/09/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/20/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/28/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniela V Espinal baez.
Not sure if Daniela V Espinal baez is right for you?