Cetera Investment Advisers
41yrs
Top advisor by experience in Irving
8yrs
Daniel Solis
Financial advisor at PNC Wealth Management
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office129 West Irving Boulevard, Irving, TX 75060
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through PNC Wealth Management
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2023 – nowPNC Wealth Management LLCCurrent firm
- May 2023 – Dec 2023Citizens Securities, Inc.Previously
- Jul 2022 – May 2023Citigroup Global Markets Inc.Previously
- 2019 – 2022Edward JonesPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call PNC Wealth Management at 800-762-6111 and ask for Daniel Solis. Daniel works from the Irving, TX office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
PNC Wealth Management reports being paid by a percentage of the assets they manage. Ask Daniel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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