Doreen Koleno, financial advisor State College PA
96 score

Doreen Koleno

CRD Number: 3089437
Current Firm: Vicus Capital, Inc.

Doreen Koleno (CRD# 3089437) is an Investment Advisor Representative working at Vicus Capital, Inc. in State College, PA and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Vicus Capital State College, PA Jul 2017 - Current < 1
Cetera Advisor Networks El Segundo, CA Jul 2017 - Current < 1
Cetera Advisor Networks LLC State College, PA Oct 2016 - May 2017 < 1
Vicus Capital, Inc. State College, PA Oct 2016 - May 2017 < 1
Northwest Savings Bank State College, PA Jul 2007 - Oct 2016 9
Cetera Investment Services Inc. St. Cloud, MN Dec 2013 - Aug 2016 2
Northwest Advisors, Inc. State College, PA Oct 2011 - Aug 2016 4
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
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: 855-558-4287
Firm Website: http://vicuscapital.com/
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,191
    MILLIONS
  • Total Number of Accounts
    4,620
    ACCOUNTS
  • Average Account Value
    $257,792
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
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
96
Clean Record
This advisor has a clean track record with regulators.

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