Doreen Koleno (CRD# 3089437) is an Investment Advisor Representative working at Vicus Capital, Inc. in State College, PA and has over 21 years of experience in the finance industry.
CRD# 1340988
J. W. Cole Advisors, Inc.
CRD# 1999758
Lpl Financial LLC
CRD# 6303745
Mcclarren Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vicus Capital | State College, PA | Jul 2017 - Current | 6 |
| Cetera Advisor Networks | El Segundo, CA | Jul 2017 - Current | 6 |
| Vicus Capital, Inc. | State College, PA | Oct 2016 - May 2017 | < 1 |
| Cetera Advisor Networks LLC | 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2003 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2011 |
- PA
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Total Assets Under Management2,255MILLIONS
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Total Number of Accounts8,430ACCOUNTS
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Average Account Value$267,441
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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