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Kevin Rolf Daeschner

PNC Investments

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About Kevin Rolf Daeschner

Kevin Daeschner is a financial advisor who has been in the industry since 1997. Kevin is currently registered with PNC Investments as a Registered Representative and Investment Adviser Representative. Kevin previously worked at LPL Financial Corporation, Mid Atlantic Capital Corporation, Parker/Hunter Incorporated, and Waddell & Reed, Inc. Kevin holds Series 6, 7, and 63 licenses and the SIE exam. Kevin's specialties include portfolio management for individuals and businesses.

Firm Information

Kevin Daeschner 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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Kevin Daeschner’s Registration & Firm History

PA

09/15/2010 - Present

PNC Investments (WEST MIFFLIN PA)

PA

01/10/2001 - 08/04/2010

LPL FINANCIAL CORPORATION (PITTSBURGH PA)

PA

07/01/1999 - 08/21/2000

MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)

PA

10/02/1997 - 06/29/1999

PARKER/HUNTER INCORPORATED (PITTSBURGH PA)

KS

08/14/1996 - 10/06/1997

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 09/09/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/13/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kevin Rolf Daeschner. Review regulatory record here.
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