Unclaimed
Dolores Alquist is an Investment Advisor Representative at PNC Investments. Dolores has been in the industry since 1996. Dolores specializes in portfolio management for individuals and businesses. Dolores has held several previous roles in the financial services industry, including with Chase Investment Services Corp., CCO Investment Services Corp., Charter One Securities, Inc., NatCity Investments, Inc., One Group Dealer Services, Inc., and Banc One Securities Corporation.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
05/14/2010 - Present
PNC Investments (AKRON OH)
OH
06/30/2006 - 04/26/2010
CHASE INVESTMENT SERVICES CORP. (CLEVELAND OH)
OH
11/30/2005 - 06/30/2006
CCO INVESTMENT SERVICES CORP. (CLEVELAND OH)
OH
02/17/2004 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
OH
10/24/2003 - 03/10/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
03/04/2003 - 09/08/2003
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
OH
02/01/2001 - 02/07/2003
ONE GROUP DEALER SERVICES, INC. (COLUMBUS OH)
IL
02/18/1999 - 12/31/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
11/10/1995 - 11/23/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 09/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/18/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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