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Omar Lozano

PNC Investments

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About Omar Lozano

Omar Lozano is a financial advisor with PNC Investments. Omar has been in the financial services industry since 1987 and has experience with BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, Financial Network Investment Corporation, SWBC Investment Company, Essex National Securities, Inc., Touchstone Securities, Inc. and GNA Securities, Inc.. Omar's certifications include Series 6, Series 7 and Series 63. Omar is registered with FINRA and the state of Texas.

Firm Information

Omar Lozano 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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Omar Lozano’s Registration & Firm History

TX

09/21/2021 - Present

PNC Investments (BOERNE TX)

TX

05/16/2013 - 08/16/2021

BBVA SECURITIES INC. (SAN ANTONIO TX)

TX

02/04/1996 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (SAN ANTONIO TX)

CA

11/01/1995 - 12/21/1995

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

NA

03/15/1994 - 11/01/1995

SWBC INVESTMENT COMPANY

CA

11/29/1993 - 03/09/1994

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

OH

10/01/1992 - 11/22/1993

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

VA

05/11/1987 - 10/07/1992

GNA SECURITIES, INC. (GLEN ALLEN VA)

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Licenses & Designations

BC

Issued 05/21/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/1995

Series 7 - General Securities Representative Examination

BC

Issued 05/08/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Omar Lozano. Review regulatory record here.
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