Doreen Koleno, financial advisor State College PA
96 score

Doreen Koleno

CRD Number: 3089437
Current Firm: Northwest Advisors, Inc.

Doreen Koleno (CRD# 3089437) is an Investment Advisor Representative working at Northwest Advisors, Inc. in State College, PA and has over 13 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cetera Investment Services Inc. St. Cloud, MN Dec 2013 - Current 3
Northwest Advisors, Inc. State College, PA Oct 2011 - Current 5
Northwest Savings Bank State College, PA Jul 2007 - Current 9
Obs Brokerage Services, Inc. Whitehouse, OH Oct 2008 - Dec 2013 5
Obs Financial Services, Inc. State College, PA Oct 2008 - Oct 2011 3
Uvest Financial Services Group Inc. Charlotte, NC Jul 2007 - Oct 2008 1
Primevest Financial Services, Inc. St. Cloud, MN Jul 2006 - Jul 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2003
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Doreen L. Koleno
Phone Number: (877) 300-3454
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    361
    MILLIONS
  • Total Number of Accounts
    2,694
    ACCOUNTS
  • Average Account Value
    $133,853
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, MD, ME, NY, OH, PA, SC, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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