Pola CongelioCRD Number: 5952440
Current Firm: Security Capital Management
Pola Congelio (CRD# 5952440) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 4 years of experience in the finance industry.
Anthony Investment Management, LLC
Wesbanco Securities, Inc.
Lpl Financial LLC
|Hazlett, Burt & Watson, Inc.||Wheeling, WV||Jul 2011 - Current||6|
|Northwood Health Systems||Wheeling, WV||Jun 2010 - Jul 2011||1|
|West Virginia Northern Community College||Wheeling, WV||Jan 2010 - Jun 2010||< 1|
|West Virginia Northern Community College||Wheeling, WV||Aug 2009 - Jun 2010||< 1|
|West Virginia Northern Community College||Wheeling, WV||Aug 2008 - May 2010||1|
|Wheeling Brake||Bridgeport, OH||Nov 2007 - Nov 2008||1|
|Pacific Sunwear||Washington, PA||Nov 2006 - Nov 2007||1|
|West Liberty University||West Liberty, WV||Aug 2001 - Dec 2006||5|
|Ruttenbucks||Triadelphia, WV||Mar 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management629MILLIONS
Total Number of Accounts2,117ACCOUNTS
Average Account Value$296,896
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
OH, PA, WV
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