Unclaimed
John Paul Holodinski is an investment advisor representative with PNC Investments, a firm that has been in business for over 100 years. John has over 25 years of experience in the financial services industry. John has a strong track record of providing sound financial advice to individuals and families. John specializes in providing investment advice to clients in the areas of retirement planning, college savings, and estate planning. John has a strong understanding of the financial markets and is committed to helping his clients achieve their financial goals. John is a highly respected member of the financial community.
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.
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2
OH
07/26/2011 - Present
PNC Investments (TOLEDO OH)
MO
07/15/2003 - 01/30/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
04/25/2001 - 01/03/2003
QUICK & REILLY, INC. (NEW YORK NY)
PA
10/21/1998 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
08/09/1996 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
CA
01/26/1995 - 08/09/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
09/16/1994 - 12/16/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 03/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/23/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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