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Joseph Holakovsky

PNC Investments

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About Joseph Holakovsky

Joseph Holakovsky is a financial advisor with PNC Investments. Joseph has been working in the financial industry since December 2012. Joseph is licensed to offer advisory services in several states, including Alabama, Arizona, Florida, Georgia, Illinois, Indiana, Texas, Washington, and Wisconsin. Joseph is also registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative. Joseph has experience working with a variety of clients, including individuals, businesses, and non-profit organizations. Joseph has a Series 7, Series 66, and SIE license. Joseph previously worked for LPL FINANCIAL LLC. Joseph has experience providing portfolio management services for individuals and businesses, as well as selection of other advisors.

Firm Information

Joseph Holakovsky 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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Joseph Holakovsky’s Registration & Firm History

IL

09/23/2016 - Present

PNC Investments (ELGIN IL)

IL

11/13/2012 - 08/23/2016

LPL FINANCIAL LLC (ELGIN IL)

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Licenses & Designations

BOTH

Issued 12/15/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Holakovsky.
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