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Dolores Alquist

PNC Investments

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About Dolores Alquist

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.

Firm Information

Dolores Alquist 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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Dolores Alquist’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dolores Alquist.
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