Unclaimed
Gina T. McDonald is an investment advisor representative at PNC Investments, a firm with a strong focus on providing personalized financial guidance to individuals, families, and institutions. Gina has been active in the financial industry since 1996 and has a diverse background in various financial services firms. Gina is dedicated to providing her clients with comprehensive and tailored investment strategies. She holds the Series 7, 63, and 65 licenses, as well as the Series 24 and 53 Principal licenses.
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
TX
08/23/2021 - Present
PNC Investments (Farmers Branch TX)
TX
05/16/2013 - 08/23/2021
BBVA SECURITIES INC. (HOUSTON TX)
TX
02/08/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (RICHARDSON TX)
TX
07/30/2001 - 12/24/2009
GUARANTY BROKERAGE SERVICES, INC. (WAXAHACHIE TX)
VA
03/20/2001 - 07/30/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MO
04/17/2000 - 02/06/2001
EDWARD JONES (ST. LOUIS MO)
MA
03/30/1999 - 05/16/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
08/15/1996 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
Issued 09/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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