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Patrick Horan

PNC Investments

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About Patrick Horan

Patrick Horan is a financial advisor with PNC Investments, a firm with a strong focus on portfolio management for individuals and businesses. Patrick has been in the financial industry since 2018 and has a diverse background that includes experience with Citizens Securities, Inc., Key Investment Services LLC, and First Command Financial Planning, Inc. Patrick is licensed to offer investment advice in Delaware, Florida, Maryland, New Jersey, Pennsylvania, South Carolina, and Virginia. Patrick holds Series 6, 7, 63, and 65 securities licenses. He is a dedicated financial professional with a commitment to providing exceptional client service.

Firm Information

Patrick Horan 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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Patrick Horan’s Registration & Firm History

MD

01/14/2022 - Present

PNC Investments (NORTH EAST MD)

PA

06/16/2020 - 12/17/2021

CITIZENS SECURITIES, INC. (YORK PA)

PA

02/18/2020 - 06/02/2020

KEY INVESTMENT SERVICES LLC (Kennett Square PA)

PA

02/01/2019 - 02/04/2020

CITIZENS SECURITIES, INC. (WEST CHESTER PA)

MD

09/12/2018 - 01/29/2019

FIRST COMMAND FINANCIAL PLANNING, INC. (ABERDEEN MD)

PA

09/04/2018 - 09/13/2018

HORNOR, TOWNSEND & KENT, INC. (LANCASTER PA)

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Licenses & Designations

IA

Issued 07/03/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/15/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Horan.
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