Joseph Holakovsky, financial advisor Elgin IL
81 score

Joseph Holakovsky

CRD Number: 6126347
Current Firm: Pnc Investments

Joseph Holakovsky (CRD# 6126347) is an Investment Advisor Representative working at Pnc Investments in Elgin, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Elgin, IL Sep 2016 - Current 1
Lpl Financial, LLC Elgin, IL Oct 2012 - Sep 2016 3
Old Second Wealth Management Aurora, IL Aug 2012 - Sep 2016 4
Old Second National Bank Wasco, IL Sep 2003 - Oct 2012 9
Coldwell Banker - Honig Bell Geneva, IL Aug 2009 - Apr 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Joseph Holakovsky
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    14,009
    MILLIONS
  • Total Number of Accounts
    91,053
    ACCOUNTS
  • Average Account Value
    $153,857
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
81

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