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Gina T. McDonald

PNC Investments

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About Gina T. McDonald

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.

Firm Information

Gina McDonald 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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Gina McDonald’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gina T. McDonald.
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