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Joseph Ioannis Koronakis

PNC Investments

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About Joseph Ioannis Koronakis

Joseph Koronakis is a financial advisor who has been in the industry since April 2002. Joseph is currently registered with PNC Investments as a Registered Representative. Joseph has held past roles at TD Ameritrade, Wells Fargo Advisors, MetLife Securities, Metropolitan Life Insurance Company, UBS Painewebber, and Salomon Smith Barney. Joseph is a licensed financial professional in several states, including New Jersey, New York, Delaware, Florida, Maryland, Pennsylvania, and Texas.

Firm Information

Joseph Koronakis 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 Koronakis’s Registration & Firm History

NJ

10/21/2016 - Present

PNC Investments (KINNELON NJ)

NJ

09/15/2010 - 10/19/2016

TD AMERITRADE, INC. (PARAMUS NJ)

NY

10/20/2003 - 09/10/2010

WELLS FARGO ADVISORS, LLC (MONSEY NY)

MA

12/18/2002 - 04/23/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

12/18/2002 - 04/23/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NJ

07/30/2001 - 04/26/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

05/07/2001 - 06/26/2001

JOSEPHTHAL & CO., INC. (NEW YORK NY)

NY

02/27/2001 - 04/11/2001

JOSEPHTHAL & CO., INC. (NEW YORK NY)

NY

01/01/2001 - 03/06/2001

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/07/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/17/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joseph Ioannis Koronakis. Review regulatory record here.
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