Hoss Esmaeili, financial advisor Cary NC
93 score

Hoss Esmaeili

CRD Number: 5581440
Current Firm: Pnc Investments

Hoss Esmaeili (CRD# 5581440) is an Investment Advisor Representative working at Pnc Investments in Cary, NC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Oct 2012 - Current 4
None Raleigh, NC Sep 2012 - Oct 2012 < 1
Edward Jones St Louis, MO Aug 2008 - Sep 2012 4
Better Business Bureau Of Metropolitan Dallas Dallas, TX Apr 2008 - Jul 2008 < 1
Countrywide Home Loans Richardson, TX Aug 2005 - Jan 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Hoss Esmaeili
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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