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Joel David McBurney

PNC Investments

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About Joel David McBurney

Joel David McBurney is a financial advisor at PNC Investments, where he has been employed since November 2009. He is licensed to provide investment advice in Ohio and Pennsylvania and has a strong track record of helping clients achieve their financial goals. Joel has been in the financial services industry since August 2000. His expertise includes a wide range of investment products and services, with a focus on individual investors, businesses, and retirement plans. Prior to his current role, Joel worked as a financial advisor at NATCITY INVESTMENTS, INC., and EDWARD JONES. He is a Registered Representative of PNC Investments and holds Series 63, 65, 7 and SIE licenses.

Firm Information

Joel McBurney 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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Joel McBurney’s Registration & Firm History

OH

05/22/2012 - Present

PNC Investments (NILES OH)

OH

01/14/2004 - 11/13/2009

NATCITY INVESTMENTS, INC. (YOUNGSTOWN OH)

MO

05/24/2000 - 10/28/2003

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 05/21/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/24/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel David McBurney.
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